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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
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

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
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return

Stonebridge Wealth Management's IHDG Position: Q2 2026 in Review

Stonebridge Wealth Management reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 5.6% in Q2 2026, selling an estimated $83.3K and leaving 27,755 shares worth $1.45M. The position accounts for 1.3% of the portfolio, ranked #18.

Stonebridge Wealth Management first reported a position in IHDG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.57M in Q3 2025. 80 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

  • Stonebridge Wealth Management held 27,755 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $1.45M as of Q2 2026.
  • Stonebridge Wealth Management sold 1,640 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $83.3K.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 1.3% of Stonebridge Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Stonebridge Wealth Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2025 and has held it in 5 quarters since.
  • Stonebridge Wealth Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $1.57M in Q3 2025.
  • 80 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Stonebridge Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.