WMG
IHDG icon

WESCAP Management Group’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

WESCAP Management Group’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 		$19.8M Sell
378,708
-3,329
-0.9% -$169K 3.7% 8
2026
Q1 		$18.4M Sell
382,037
-63
-0% -$3.15K 3.62% 8
2025
Q4 		$18.6M Sell
382,100
-7,756
-2% -$368K 3.77% 8
2025
Q3 		$18M Sell
389,856
-6,735
-2% -$305K 3.78% 7
2025
Q2 		$17.9M Sell
396,591
-19,804
-5% -$867K 4.07% 7
2025
Q1 		$18.1M Sell
416,395
-6,106
-1% -$277K 4.41% 6
2024
Q4 		$18.4M Buy
422,501
+17,771
+4% +$793K 4.46% 7
2024
Q3 		$18.5M Buy
404,730
+2,623
+0.7% +$118K 4.63% 6
2024
Q2 		$18.3M Buy
402,107
+2,383
+0.6% +$108K 5.19% 5
2024
Q1 		$18.4M Sell
399,724
-285
-0.1% -$12.4K 5.32% 5
2023
Q4 		$16.8M Sell
400,009
-4,198
-1% -$167K 5.41% 5
2023
Q3 		$15.7M Buy
404,207
+2,438
+0.6% +$96.4K 5.58% 5
2023
Q2 		$16.1M Buy
401,769
+4,990
+1% +$200K 5.63% 5
2023
Q1 		$15.6M Sell
396,779
-11,894
-3% -$453K 5.51% 5
2022
Q4 		$14.6M Sell
408,673
-11,758
-3% -$445K 5.12% 5
2022
Q3 		$15.1M Sell
420,431
-9,175
-2% -$355K 5.76% 3
2022
Q2 		$16.1M Sell
429,606
-25,138
-6% -$1.02M 5.5% 3
2022
Q1 		$19.5M Sell
454,744
-55,995
-11% -$2.4M 5.51% 3
2021
Q4 		$23.4M Sell
510,739
-119
-0% -$5.31K 6.45% 2
2021
Q3 		$22.1M Buy
510,858
+12,025
+2% +$545K 6.41% 2
2021
Q2 		$22M Buy
498,833
+3,488
+0.7% +$151K 6.39% 2
2021
Q1 		$20.5M Buy
495,345
+10,901
+2% +$443K 5.65% 4
2020
Q4 		$19M Sell
484,444
-3,908
-0.8% -$148K 5.7% 4
2020
Q3 		$17.9M Buy
488,352
+2,347
+0.5% +$84.5K 5.95% 5
2020
Q2 		$17M Buy
486,005
+42,148
+9% +$1.41M 6.02% 5
2020
Q1 		$13.4M Buy
443,857
+251,568
+131% +$8.65M 5.61% 4
2019
Q4 		$6.99M Buy
192,289
+5,960
+3% +$208K 2.72% 11
2019
Q3 		$6.26M Buy
186,329
+5,151
+3% +$170K 2.58% 10
2019
Q2 		$5.93M Buy
181,178
+4,835
+3% +$158K 2.45% 10
2019
Q1 		$5.68M Buy
176,343
+324
+0.2% +$9.9K 2.42% 9
2018
Q4 		$4.9M Buy
176,019
+16,818
+11% +$497K 2.34% 12
2018
Q3 		$5.11M Sell
159,201
-30,597
-16% -$988K 2.59% 10
2018
Q2 		$6.03M Buy
189,798
+55
+0% +$1.75K 2.91% 9
2018
Q1 		$5.86M Buy
189,743
+3,150
+2% +$98.5K 2.34% 11
2017
Q4 		$5.91M Buy
186,593
+18,287
+11% +$574K 2.33% 11
2017
Q3 		$5.16M Buy
168,306
+19,882
+13% +$596K 2.32% 11
2017
Q2 		$4.39M Buy
148,424
+16,113
+12% +$479K 2.07% 11
2017
Q1 		$3.76M Buy
+132,311
New +$3.64M 1.83% 15

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

WESCAP Management Group's IHDG Position: Q2 2026 in Review

WESCAP Management Group reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 0.87% in Q2 2026, selling an estimated $169K and leaving 378,708 shares worth $19.8M. The position accounts for 3.7% of the portfolio, ranked #8.

WESCAP Management Group first reported a position in IHDG in Q1 2017 and has held it in 38 quarters since. The position peaked at $23.4M in Q4 2021. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

  • WESCAP Management Group held 378,708 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $19.8M as of Q2 2026.
  • WESCAP Management Group sold 3,329 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $169K.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 3.7% of WESCAP Management Group's portfolio in Q2 2026, its #8 holding.
  • WESCAP Management Group first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2017 and has held it in 38 quarters since.
  • WESCAP Management Group's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $23.4M in Q4 2021.
  • 237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on WESCAP Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.