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 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

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Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Nvest Wealth Strategies Powell, Ohio $159M AUM