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

Stonebridge Wealth 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 Q3	$1.36M	Sell	26,244 -1,511	-5%	-$79.7K	1.21%	17
2026 Q2	$1.45M	Sell	27,755 -1,640	-6%	-$83.3K	1.3%	18
2026 Q1	$1.42M	Sell	29,395 -1,386	-5%	-$69.2K	1.36%	16
2025 Q4	$1.5M	Sell	30,781 -3,351	-10%	-$159K	1.42%	16
2025 Q3	$1.57M	Sell	34,132 -764	-2%	-$34.6K	1.35%	20
2025 Q2	$1.57M	Buy	+34,896	New	+$1.53M	1.48%	18

Other funds holding IHDG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.62B AUM 11.24% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Stonebridge Wealth Management's IHDG Position: Q3 2026 in Review

Stonebridge Wealth Management reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 5.4% in Q3 2026, selling an estimated $79.7K and leaving 26,244 shares worth $1.36M. The position accounts for 1.21% of the portfolio, ranked #17.

Stonebridge Wealth Management first reported a position in IHDG in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.57M in Q3 2025. 187 funds tracked by Wall St. Rank hold IHDG as of Q3 2026.

Stonebridge Wealth Management held 26,244 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $1.36M as of Q3 2026.
Stonebridge Wealth Management sold 1,511 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2026, an estimated $79.7K.
WisdomTree International Hedged Quality Dividend Growth Fund made up 1.21% of Stonebridge Wealth Management's portfolio in Q3 2026, its #17 holding.
Stonebridge Wealth Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2025 and has held it in 6 quarters since.
Stonebridge Wealth Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $1.57M in Q3 2025.
187 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2026.

Based on Stonebridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.