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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
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

FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
SWIA
Solano Wealth Investment Advisors Fairfield, California $220M AUM 20.01% 1-Year Est. Return

Root Financial Partners's IHDG Position: Q2 2026 in Review

Root Financial Partners sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2026, closing a stake of 1,318 shares — an estimated $63.5K sold.

Root Financial Partners first reported a position in IHDG in Q1 2026 and held it in 1 quarter. The position peaked at $63.5K in Q1 2026. 109 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

  • Root Financial Partners reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,318 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $63.5K.
  • Root Financial Partners first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $63.5K in Q1 2026.
  • 109 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.