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 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	Buy	32,726 +12,622	+63%	+$573K	0.09%	201
2024 Q4	$874K	Sell	20,104 -41,277	-67%	-$1.84M	0.06%	269
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

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

Western Wealth Management's IHDG Position: Q1 2026 in Review

Western Wealth Management reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 4% in Q1 2026, selling an estimated $202K and leaving 96,003 shares worth $4.62M. The position accounts for 0.18% of the portfolio, ranked #113.

Western Wealth Management first reported a position in IHDG in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.87M in Q4 2025. 248 funds tracked by Wall St. Rank hold IHDG as of Q1 2026.

Western Wealth Management held 96,003 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $4.62M as of Q1 2026.
Western Wealth Management sold 4,043 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2026, an estimated $202K.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.18% of Western Wealth Management's portfolio in Q1 2026, its #113 holding.
Western Wealth Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2022 and has held it in 14 quarters since.
Western Wealth Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $4.87M in Q4 2025.
248 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.