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XY Planning Network’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

XY Planning Network’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 		$1.59M Sell
30,335
-2,907
-9% -$148K 0.2% 106
2026
Q1 		$1.63M Buy
33,242
+1,474
+5% +$73.6K 0.26% 88
2025
Q4 		$1.55M Buy
+31,768
New +$1.51M 0.27% 92

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

XY Planning Network's IHDG Position: Q2 2026 in Review

XY Planning Network reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 8.7% in Q2 2026, selling an estimated $148K and leaving 30,335 shares worth $1.59M. The position accounts for 0.2% of the portfolio, ranked #106.

XY Planning Network first reported a position in IHDG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.63M in Q1 2026. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

  • XY Planning Network held 30,335 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $1.59M as of Q2 2026.
  • XY Planning Network sold 2,907 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $148K.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 0.2% of XY Planning Network's portfolio in Q2 2026, its #106 holding.
  • XY Planning Network first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2025 and has held it in 3 quarters since.
  • XY Planning Network's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $1.63M in Q1 2026.
  • 237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.