Tompkins Financial’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Tompkins Financial’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	$80.8K	Hold	1,556	–	–	0.01%	291
2026 Q2	$81.5K	Hold	1,556	–	–	0.01%	287
2026 Q1	$74.9K	Hold	1,556	–	–	0.01%	283
2025 Q4	$75.7K	Hold	1,556	–	–	0.01%	278
2025 Q3	$71.7K	Hold	1,556	–	–	0.01%	287
2025 Q2	$70.1K	Hold	1,556	–	–	0.01%	284
2025 Q1	$67.5K	Hold	1,556	–	–	0.01%	298
2024 Q4	$67.6K	Hold	1,556	–	–	0.01%	291
2024 Q3	$71.1K	Hold	1,556	–	–	0.01%	304
2024 Q2	$70.9K	Hold	1,556	–	–	0.01%	309
2024 Q1	$71.5K	Hold	1,556	–	–	0.01%	318
2023 Q4	$65.3K	Hold	1,556	–	–	0.01%	319
2023 Q3	$60.3K	Hold	1,556	–	–	0.01%	307
2023 Q2	$62.5K	Hold	1,556	–	–	0.01%	313
2023 Q1	$61.3K	Buy	+1,556	New	+$59.3K	0.01%	317

Other funds holding IHDG

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

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

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

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

CWM

Capital Wealth Management W. Warwick, Rhode Island $439M AUM 11.84% 1-Year Est. Return

Hunter Associates Investment Management Pittsburgh, Pennsylvania $860M AUM 22.54% 1-Year Est. Return

Marietta Wealth Management Marietta, Georgia $945M AUM 19.14% 1-Year Est. Return

Summit Asset Management Memphis, Tennessee $777M AUM 10.79% 1-Year Est. Return

Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Tompkins Financial's IHDG Position: Q3 2026 in Review

Tompkins Financial held its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) position steady in Q3 2026 at 1,556 shares worth $80.8K. The position accounts for 0.01% of the portfolio, ranked #291.

Tompkins Financial first reported a position in IHDG in Q1 2023 and has held it in 15 quarters since. The position peaked at $81.5K in Q2 2026. 141 funds tracked by Wall St. Rank hold IHDG as of Q3 2026.

Tompkins Financial held 1,556 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $80.8K as of Q3 2026.
Tompkins Financial left its WisdomTree International Hedged Quality Dividend Growth Fund share count unchanged in Q3 2026.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.01% of Tompkins Financial's portfolio in Q3 2026, its #291 holding.
Tompkins Financial first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2023 and has held it in 15 quarters since.
Tompkins Financial's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $81.5K in Q2 2026.
141 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.