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IHDG icon

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

Western Wealth Management’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 		$3.77M Sell
71,931
-24,072
-25% -$1.22M 0.12% 167
2026
Q1 		$4.62M Sell
96,003
-4,043
-4% -$202K 0.18% 113
2025
Q4 		$4.87M Sell
100,046
-602
-0.6% -$28.5K 0.22% 87
2025
Q3 		$4.64M Buy
100,648
+60,114
+148% +$2.72M 0.24% 85
2025
Q2 		$1.83M Buy
40,534
+7,808
+24% +$342K 0.11% 181
2025
Q1 		$1.42M Sell
32,726
-28,953
-47% -$1.31M 0.09% 201
2024
Q4 		$2.68M Buy
61,679
+298
+0.5% +$13.3K 0.14% 147
2024
Q3 		$2.81M Buy
61,381
+44,212
+258% +$2M 0.16% 130
2024
Q2 		$783K Buy
17,169
+1,870
+12% +$85.1K 0.06% 270
2024
Q1 		$703K Buy
15,299
+318
+2% +$13.9K 0.05% 290
2023
Q4 		$629K Buy
14,981
+913
+6% +$36.2K 0.05% 358
2023
Q3 		$545K Buy
14,068
+3,005
+27% +$119K 0.05% 371
2023
Q2 		$444K Buy
11,063
+752
+7% +$30.1K 0.04% 403
2023
Q1 		$406K Buy
10,311
+745
+8% +$28.4K 0.04% 426
2022
Q4 		$341K Buy
+9,566
New +$362K 0.03% 430

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

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

Western Wealth Management reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 25% in Q2 2026, selling an estimated $1.22M and leaving 71,931 shares worth $3.77M. The position accounts for 0.12% of the portfolio, ranked #167.

Western Wealth Management first reported a position in IHDG in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.87M in Q4 2025. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

  • Western Wealth Management held 71,931 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $3.77M as of Q2 2026.
  • Western Wealth Management sold 24,072 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $1.22M.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 0.12% of Western Wealth Management's portfolio in Q2 2026, its #167 holding.
  • Western Wealth Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2022 and has held it in 15 quarters since.
  • Western Wealth Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $4.87M in Q4 2025.
  • 237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.