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Royal Fund Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Royal Fund Management’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
Q1 		– Sell
-4,444
Closed -$216K – 318
2025
Q4 		$216K Buy
+4,444
New +$211K 0.02% 261
2025
Q1 		– Sell
-6,604
Closed -$287K – 342
2024
Q4 		$287K Sell
6,604
-644
-9% -$28.7K 0.03% 238
2024
Q3 		$332K Sell
7,248
-51,888
-88% -$2.34M 0.02% 275
2024
Q2 		$2.71M Sell
59,136
-13,284
-18% -$605K 0.22% 104
2024
Q1 		$3.33M Sell
72,420
-5,742
-7% -$251K 0.33% 93
2023
Q4 		$3.28M Sell
78,162
-7,761
-9% -$308K 0.36% 82
2023
Q3 		$3.33M Sell
85,923
-4,998
-5% -$198K 0.45% 76
2023
Q2 		$3.65M Sell
90,921
-6,706
-7% -$269K 0.45% 71
2023
Q1 		$3.85M Sell
97,627
-9,233
-9% -$352K 0.55% 67
2022
Q4 		$3.81M Sell
106,860
-11,093
-9% -$420K 0.61% 59
2022
Q3 		$4.23M Sell
117,953
-4,107
-3% -$159K 0.77% 51
2022
Q2 		$4.57M Buy
122,060
+1,732
+1% +$70.5K 0.76% 51
2022
Q1 		$5.17M Buy
120,328
+4,993
+4% +$214K 0.75% 45
2021
Q4 		$5.28M Buy
115,335
+1,880
+2% +$83.9K 0.76% 44
2021
Q3 		$4.9M Buy
113,455
+14,620
+15% +$662K 0.71% 47
2021
Q2 		$4.36M Buy
98,835
+27,445
+38% +$1.19M 0.72% 53
2021
Q1 		$2.95M Buy
71,390
+19,467
+37% +$791K 0.54% 72
2020
Q4 		$2.04M Buy
51,923
+31,541
+155% +$1.19M 0.43% 76
2020
Q3 		$745K Buy
20,382
+12,508
+159% +$450K 0.19% 91
2020
Q2 		$276K Buy
+7,874
New +$263K 0.1% 124

Other funds holding IHDG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Fund Management's IHDG Position: Q1 2026 in Review

Royal Fund Management sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q1 2026, closing a stake of 4,444 shares — an estimated $216K sold.

Royal Fund Management first reported a position in IHDG in Q2 2020 and held it in 20 quarters. The position peaked at $5.28M in Q4 2021. 249 funds tracked by Wall St. Rank hold IHDG as of Q1 2026.

  • Royal Fund Management reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q1 2026 after selling out during the quarter.
  • Royal Fund Management sold 4,444 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2026, an estimated $216K.
  • Royal Fund Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2020 and held it in 20 quarters.
  • Royal Fund Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $5.28M in Q4 2021.
  • 249 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2026.

Based on Royal Fund Management's 13F filing for Q1 2026, filed 19 May 2026.