Root Financial Partners’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Root Financial Partners’s Portfolio IHDG Stock Details IHDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$164K	Buy	+3,155	New	+$166K	0.01%	519
2026 Q2	–	Sell	-1,318	Closed	-$63.5K	–	1736
2026 Q1	$63.5K	Buy	+1,318	New	+$65.8K	﹤0.01%	759

Other funds holding IHDG

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $439M AUM 11.84% 1-Year Est. Return

Hunter Associates Investment Management Pittsburgh, Pennsylvania $860M AUM 22.54% 1-Year Est. Return

Marietta Wealth Management Marietta, Georgia $945M AUM 19.14% 1-Year Est. Return

Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return

Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return

Root Financial Partners's IHDG Position: Q3 2026 in Review

Root Financial Partners opened a new position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q3 2026: 3,155 shares worth $164K. The stake represents 0.01% of the portfolio and ranks #519 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IHDG as recently as Q1 2026.

Root Financial Partners first reported a position in IHDG in Q1 2026 and has held it in 2 quarters since. 100 funds tracked by Wall St. Rank hold IHDG as of Q3 2026.

Root Financial Partners held 3,155 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $164K as of Q3 2026.
WisdomTree International Hedged Quality Dividend Growth Fund was a new Root Financial Partners position in Q3 2026.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #519 holding.
Root Financial Partners first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2026 and has held it in 2 quarters since.
100 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.