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IHDG icon

Willner & Heller’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Willner & Heller’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 		$369K Buy
7,051
+101
+1% +$5.13K 0.23% 118
2026
Q1 		$335K Buy
6,950
+25
+0.4% +$1.25K 0.25% 117
2025
Q4 		$337K Sell
6,925
-729
-10% -$34.6K 0.24% 120
2025
Q3 		$353K Sell
7,654
-87
-1% -$3.94K 0.27% 108
2025
Q2 		$349K Buy
7,741
+31
+0.4% +$1.36K 0.29% 106
2025
Q1 		$335K Sell
7,710
-3,508
-31% -$159K 0.31% 110
2024
Q4 		$488K Sell
11,218
-2,951
-21% -$132K 0.43% 78
2024
Q3 		$648K Buy
14,169
+442
+3% +$20K 0.58% 52
2024
Q2 		$626K Buy
13,727
+1,429
+12% +$65.1K 0.6% 48
2024
Q1 		$565K Buy
12,298
+1,562
+15% +$68.2K 0.56% 58
2023
Q4 		$451K Buy
+10,736
New +$426K 0.5% 69
2022
Q4 		$214K Sell
6,005
-804
-12% -$30.5K 0.3% 122
2022
Q3 		$244K Sell
6,809
-328
-5% -$12.7K 0.39% 98
2022
Q2 		$267K Sell
7,137
-736
-9% -$30K 0.42% 93
2022
Q1 		$360K Buy
7,873
+203
+3% +$8.7K 0.44% 80
2021
Q4 		$331K Buy
+7,670
New +$342K 0.44% 83

Other funds holding IHDG

FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Willner & Heller's IHDG Position: Q2 2026 in Review

Willner & Heller increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 1.5% in Q2 2026, buying an estimated $5.13K and bringing the position to 7,051 shares worth $369K. The position accounts for 0.23% of the portfolio, ranked #118.

Willner & Heller first reported a position in IHDG in Q4 2021 and has held it in 16 quarters since. The position peaked at $648K in Q3 2024. 43 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

  • Willner & Heller held 7,051 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $369K as of Q2 2026.
  • Willner & Heller bought 101 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $5.13K.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 0.23% of Willner & Heller's portfolio in Q2 2026, its #118 holding.
  • Willner & Heller first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2021 and has held it in 16 quarters since.
  • Willner & Heller's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $648K in Q3 2024.
  • 43 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.