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IHDG icon

Wealth Management Resources’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Wealth Management Resources’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 		$17.2M Buy
329,179
+12,937
+4% +$657K 5.32% 8
2026
Q1 		$15.2M Buy
316,242
+768
+0.2% +$38.3K 5.3% 8
2025
Q4 		$15.4M Sell
315,474
-62,982
-17% -$2.99M 5.4% 8
2025
Q3 		$17.4M Buy
378,456
+7,086
+2% +$321K 5.64% 7
2025
Q2 		$16.7M Buy
371,370
+6,985
+2% +$306K 5.71% 6
2025
Q1 		$15.8M Buy
364,385
+4,998
+1% +$227K 5.74% 6
2024
Q4 		$15.6M Buy
359,387
+82,769
+30% +$3.69M 5.76% 6
2024
Q3 		$12.6M Buy
276,618
+6,348
+2% +$287K 5.07% 9
2024
Q2 		$12.3M Buy
270,270
+657
+0.2% +$29.9K 5.29% 9
2024
Q1 		$12.4M Buy
269,613
+12,467
+5% +$545K 5.35% 8
2023
Q4 		$10.8M Buy
257,146
+25,478
+11% +$1.01M 5.08% 10
2023
Q3 		$8.97M Buy
231,668
+12,910
+6% +$511K 4.34% 11
2023
Q2 		$8.79M Buy
218,758
+8,435
+4% +$338K 5.11% 10
2023
Q1 		$8.29M Buy
210,323
+7,336
+4% +$280K 5.1% 9
2022
Q4 		$7.23M Buy
202,987
+16,803
+9% +$636K 4.69% 10
2022
Q3 		$6.68M Buy
186,184
+2,272
+1% +$88K 4.45% 9
2022
Q2 		$6.88M Sell
183,912
-30,300
-14% -$1.23M 4.23% 10
2022
Q1 		$9.2M Buy
214,212
+7,471
+4% +$320K 6.36% 4
2021
Q4 		$9.46M Buy
+206,741
New +$9.23M 6.09% 4

Other funds holding IHDG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Wealth Management Resources's IHDG Position: Q2 2026 in Review

Wealth Management Resources increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 4.1% in Q2 2026, buying an estimated $657K and bringing the position to 329,179 shares worth $17.2M. The position accounts for 5.32% of the portfolio, ranked #8.

Wealth Management Resources first reported a position in IHDG in Q4 2021 and has held it in 19 quarters since. The position peaked at $17.4M in Q3 2025. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

  • Wealth Management Resources held 329,179 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $17.2M as of Q2 2026.
  • Wealth Management Resources bought 12,937 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $657K.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 5.32% of Wealth Management Resources's portfolio in Q2 2026, its #8 holding.
  • Wealth Management Resources first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2021 and has held it in 19 quarters since.
  • Wealth Management Resources's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $17.4M in Q3 2025.
  • 237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Wealth Management Resources's 13F filing for Q2 2026, filed 22 Jul 2026.