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Strategic Family Wealth Counselors’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Strategic Family Wealth Counselors’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 		$413K Sell
8,570
-525
-6% -$26.2K 0.11% 105
2025
Q4 		$451K Buy
9,095
+1
+0% +$47 0.1% 127
2025
Q3 		$419K Buy
9,094
+134
+1% +$6.07K 0.11% 107
2025
Q2 		$404K Buy
8,960
+9
+0.1% +$394 0.12% 104
2025
Q1 		$388K Sell
8,951
-34
-0.4% -$1.54K 0.13% 96
2024
Q4 		$391K Sell
8,985
-407
-4% -$18.2K 0.13% 97
2024
Q3 		$429K Buy
9,392
+412
+5% +$18.6K 0.15% 84
2024
Q2 		$409K Buy
8,980
+5
+0.1% +$228 0.16% 79
2024
Q1 		$412K Buy
8,975
+2
+0% +$87 0.16% 71
2023
Q4 		$377K Buy
8,973
+2
+0% +$79 0.16% 71
2023
Q3 		$348K Buy
8,971
+1,379
+18% +$54.5K 0.17% 69
2023
Q2 		$305K Buy
7,592
+345
+5% +$13.8K 0.14% 77
2023
Q1 		$286K Buy
7,247
+2
+0% +$76 0.14% 79
2022
Q4 		$258K Buy
7,245
+52
+0.7% +$1.97K 0.13% 85
2022
Q3 		$258K Buy
7,193
+5
+0.1% +$194 0.13% 76
2022
Q2 		$269K Buy
7,188
+9
+0.1% +$366 0.13% 72
2022
Q1 		$308K Buy
7,179
+249
+4% +$10.7K 0.12% 75
2021
Q4 		$317K Sell
6,930
-170
-2% -$7.59K 0.1% 76
2021
Q3 		$307K Sell
7,100
-82
-1% -$3.71K 0.11% 66
2021
Q2 		$317K Sell
7,182
-583
-8% -$25.2K 0.1% 62
2021
Q1 		$321K Buy
7,765
+6
+0.1% +$244 0.12% 62
2020
Q4 		$305K Buy
7,759
+11
+0.1% +$416 0.16% 64
2020
Q3 		$283K Buy
7,748
+4
+0.1% +$144 0.16% 63
2020
Q2 		$272K Sell
7,744
-4,563
-37% -$153K 0.17% 63
2020
Q1 		$373K Buy
12,307
+68
+0.6% +$2.34K 0.28% 50
2019
Q4 		$445K Buy
12,239
+19
+0.2% +$663 0.36% 42
2019
Q3 		$411K Buy
12,220
+51
+0.4% +$1.69K 0.31% 45
2019
Q2 		$398K Buy
12,169
+5
+0% +$163 0.31% 45
2019
Q1 		$392K Hold
12,164
– – 0.32% 44
2018
Q4 		$338K Buy
+12,164
New +$360K 0.38% 42

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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
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
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Strategic Family Wealth Counselors's IHDG Position: Q1 2026 in Review

Strategic Family Wealth Counselors reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 5.8% in Q1 2026, selling an estimated $26.2K and leaving 8,570 shares worth $413K. The position accounts for 0.11% of the portfolio, ranked #105.

Strategic Family Wealth Counselors first reported a position in IHDG in Q4 2018 and has held it in 30 quarters since. The position peaked at $451K in Q4 2025. 249 funds tracked by Wall St. Rank hold IHDG as of Q1 2026.

  • Strategic Family Wealth Counselors held 8,570 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $413K as of Q1 2026.
  • Strategic Family Wealth Counselors sold 525 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2026, an estimated $26.2K.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 0.11% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #105 holding.
  • Strategic Family Wealth Counselors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2018 and has held it in 30 quarters since.
  • Strategic Family Wealth Counselors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $451K in Q4 2025.
  • 249 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.