SWP
IHDG icon

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

Strategic Wealth 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
Q1 		– Sell
-79
Closed -$3.84K – 1517
2025
Q4 		$3.84K Hold
79
– – ﹤0.01% 1107
2025
Q3 		$3.64K Buy
+79
New +$3.58K ﹤0.01% 1089

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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 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 $171B AUM 24.68% 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 $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Strategic Wealth Partners's IHDG Position: Q1 2026 in Review

Strategic Wealth Partners sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q1 2026, closing a stake of 79 shares — an estimated $3.84K sold.

Strategic Wealth Partners first reported a position in IHDG in Q3 2025 and held it in 2 quarters. The position peaked at $3.84K in Q4 2025. 249 funds tracked by Wall St. Rank hold IHDG as of Q1 2026.

  • Strategic Wealth Partners reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q1 2026 after selling out during the quarter.
  • Strategic Wealth Partners sold 79 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2026, an estimated $3.84K.
  • Strategic Wealth Partners first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2025 and held it in 2 quarters.
  • Strategic Wealth Partners's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $3.84K 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 Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.