YANKCOM Partnership’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

YANKCOM Partnership’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 Q3	$436K	Hold	8,400	–	–	0.15%	104
2026 Q2	$440K	Hold	8,400	–	–	0.16%	105
2026 Q1	$404K	Hold	8,400	–	–	0.17%	103
2025 Q4	$409K	Hold	8,400	–	–	0.17%	103
2025 Q3	$387K	Hold	8,400	–	–	0.17%	107
2025 Q2	$378K	Hold	8,400	–	–	0.19%	107
2025 Q1	$365K	Hold	8,400	–	–	0.2%	106
2024 Q4	$365K	Buy	+8,400	New	+$375K	0.2%	110

Other funds holding IHDG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.62B AUM 11.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $439M AUM 11.84% 1-Year Est. Return

Hunter Associates Investment Management Pittsburgh, Pennsylvania $860M AUM 22.54% 1-Year Est. Return

Marietta Wealth Management Marietta, Georgia $945M AUM 19.14% 1-Year Est. Return

Summit Asset Management Memphis, Tennessee $777M AUM 10.79% 1-Year Est. Return

WESCAP Management Group Glendale, California $531M AUM 12.83% 1-Year Est. Return

YANKCOM Partnership's IHDG Position: Q3 2026 in Review

YANKCOM Partnership held its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) position steady in Q3 2026 at 8,400 shares worth $436K. The position accounts for 0.15% of the portfolio, ranked #104.

YANKCOM Partnership first reported a position in IHDG in Q4 2024 and has held it in 8 quarters since. The position peaked at $440K in Q2 2026. 167 funds tracked by Wall St. Rank hold IHDG as of Q3 2026.

YANKCOM Partnership held 8,400 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $436K as of Q3 2026.
YANKCOM Partnership left its WisdomTree International Hedged Quality Dividend Growth Fund share count unchanged in Q3 2026.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.15% of YANKCOM Partnership's portfolio in Q3 2026, its #104 holding.
YANKCOM Partnership first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2024 and has held it in 8 quarters since.
YANKCOM Partnership's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $440K in Q2 2026.
167 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2026.

Based on YANKCOM Partnership's 13F filing for Q3 2026, filed 15 Oct 2026.