Twin Peaks Wealth Advisors’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Twin Peaks Wealth Advisors’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	$10.8K	Buy	+224	New	+$11.2K	﹤0.01%	1022
2025 Q3	–	Sell	-224	Closed	-$10.1K	–	1097
2025 Q2	$10.1K	Buy	+224	New	+$9.81K	﹤0.01%	931

Other funds holding IHDG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Twin Peaks Wealth Advisors's IHDG Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q1 2026: 224 shares worth $10.8K. The stake represents ﹤0.01% of the portfolio and ranks #1022 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in IHDG as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in IHDG in Q2 2025 and has held it in 2 quarters since. 248 funds tracked by Wall St. Rank hold IHDG as of Q1 2026.

Twin Peaks Wealth Advisors held 224 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $10.8K as of Q1 2026.
WisdomTree International Hedged Quality Dividend Growth Fund was a new Twin Peaks Wealth Advisors position in Q1 2026.
WisdomTree International Hedged Quality Dividend Growth Fund made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1022 holding.
Twin Peaks Wealth Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2025 and has held it in 2 quarters since.
248 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.