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Southland Equity Partners’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Southland Equity 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 		$1.82M Buy
34,765
+1,289
+4% +$65.4K 0.32% 63
2026
Q1 		$1.61M Sell
33,476
-204
-0.6% -$10.2K 0.31% 64
2025
Q4 		$1.64M Sell
33,680
-85
-0.3% -$4.03K 0.32% 64
2025
Q3 		$1.56M Buy
33,765
+727
+2% +$33K 0.31% 64
2025
Q2 		$1.49M Buy
33,038
+1,091
+3% +$47.8K 0.33% 63
2025
Q1 		$1.39M Buy
31,947
+753
+2% +$34.2K 0.32% 59
2024
Q4 		$1.36M Buy
31,194
+871
+3% +$38.9K 0.32% 62
2024
Q3 		$1.39M Buy
30,323
+9,519
+46% +$430K 0.34% 59
2024
Q2 		$948K Buy
20,804
+2,757
+15% +$126K 0.27% 67
2024
Q1 		$829K Buy
18,047
+1,039
+6% +$45.4K 0.23% 72
2023
Q4 		$714K Buy
17,008
+2,433
+17% +$96.5K 0.22% 70
2023
Q3 		$565K Buy
14,575
+4,002
+38% +$158K 0.19% 73
2023
Q2 		$425K Buy
10,573
+220
+2% +$8.81K 0.14% 97
2023
Q1 		$408K Buy
10,353
+614
+6% +$23.4K 0.16% 100
2022
Q4 		$347K Buy
+9,739
New +$369K 0.13% 109

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
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Southland Equity Partners's IHDG Position: Q2 2026 in Review

Southland Equity Partners increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 3.9% in Q2 2026, buying an estimated $65.4K and bringing the position to 34,765 shares worth $1.82M. The position accounts for 0.32% of the portfolio, ranked #63.

Southland Equity Partners first reported a position in IHDG in Q4 2022 and has held it in 15 quarters since. 83 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

  • Southland Equity Partners held 34,765 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $1.82M as of Q2 2026.
  • Southland Equity Partners bought 1,289 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $65.4K.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 0.32% of Southland Equity Partners's portfolio in Q2 2026, its #63 holding.
  • Southland Equity Partners first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2022 and has held it in 15 quarters since.
  • 83 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.