Sloy Dahl & Holst’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Sloy Dahl & Holst’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	$1.03M	Buy	21,420 +404	+2%	+$20.2K	0.14%	47
2025 Q4	$1.02M	Buy	21,016 +107	+0.5%	+$5.07K	0.12%	48
2025 Q3	$963K	Buy	20,909 +449	+2%	+$20.4K	0.1%	47
2025 Q2	$922K	Buy	20,460 +316	+2%	+$13.8K	0.13%	46
2025 Q1	$874K	Buy	20,144 +353	+2%	+$16K	0.15%	46
2024 Q4	$860K	Buy	19,791 +330	+2%	+$14.7K	0.11%	42
2024 Q3	$889K	Buy	19,461 +1,190	+7%	+$53.7K	0.15%	37
2024 Q2	$833K	Buy	18,271 +220	+1%	+$10K	0.17%	31
2024 Q1	$829K	Buy	18,051 +1,155	+7%	+$50.4K	0.2%	32
2023 Q4	$709K	Hold	16,896	–	–	0.15%	36
2023 Q3	$655K	Buy	16,896 +1,510	+10%	+$59.7K	0.14%	32
2023 Q2	$618K	Buy	+15,386	New	+$616K	0.11%	34

Other funds holding IHDG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Sloy Dahl & Holst's IHDG Position: Q1 2026 in Review

Sloy Dahl & Holst increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 1.9% in Q1 2026, buying an estimated $20.2K and bringing the position to 21,420 shares worth $1.03M. The position accounts for 0.14% of the portfolio, ranked #47.

Sloy Dahl & Holst first reported a position in IHDG in Q2 2023 and has held it in 12 quarters since. 248 funds tracked by Wall St. Rank hold IHDG as of Q1 2026.

Sloy Dahl & Holst held 21,420 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $1.03M as of Q1 2026.
Sloy Dahl & Holst bought 404 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2026, an estimated $20.2K.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.14% of Sloy Dahl & Holst's portfolio in Q1 2026, its #47 holding.
Sloy Dahl & Holst first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2023 and has held it in 12 quarters since.
248 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2026.

Based on Sloy Dahl & Holst's 13F filing for Q1 2026, filed 14 May 2026.