Summit Wealth Group (Colorado)’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Summit Wealth Group (Colorado)’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	$1.29M	Buy	24,541 +5,669	+30%	+$288K	0.11%	110
2026 Q1	$909K	Buy	18,872 +7,383	+64%	+$369K	0.1%	114
2025 Q4	$559K	Buy	+11,489	New	+$545K	0.07%	133
2025 Q3	–	Sell	-12,434	Closed	-$560K	–	555
2025 Q2	$560K	Buy	+12,434	New	+$544K	0.14%	123

Other funds holding IHDG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Summit Wealth Group (Colorado)'s IHDG Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 30% in Q2 2026, buying an estimated $288K and bringing the position to 24,541 shares worth $1.29M. The position accounts for 0.11% of the portfolio, ranked #110.

Summit Wealth Group (Colorado) first reported a position in IHDG in Q2 2025 and has held it in 4 quarters since. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

Summit Wealth Group (Colorado) held 24,541 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $1.29M as of Q2 2026.
Summit Wealth Group (Colorado) bought 5,669 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $288K.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.11% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #110 holding.
Summit Wealth Group (Colorado) first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2025 and has held it in 4 quarters since.
237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.