BOLTON SECURITIES CORPORATION’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

BOLTON SECURITIES CORPORATION’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	$133K	Sell	2,568 -349	-12%	-$18.4K	0.01%	1035
2026 Q2	$153K	Hold	2,917	–	–	0.01%	979
2026 Q1	$140K	Buy	+2,917	New	+$146K	0.01%	916
2025 Q3	$36.9K	Buy	+800	New	+$36.3K	﹤0.01%	1227
2025 Q1	$34.7K	Buy	+800	New	+$36.3K	﹤0.01%	1141

Other funds holding IHDG

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

Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return

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

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

CWM

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

BOLTON SECURITIES CORPORATION's IHDG Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 12% in Q3 2026, selling an estimated $18.4K and leaving 2,568 shares worth $133K. The position accounts for 0.01% of the portfolio, ranked #1035.

BOLTON SECURITIES CORPORATION first reported a position in IHDG in Q1 2025 and has held it in 5 quarters since. The position peaked at $153K in Q2 2026. 185 funds tracked by Wall St. Rank hold IHDG as of Q3 2026.

BOLTON SECURITIES CORPORATION held 2,568 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $133K as of Q3 2026.
BOLTON SECURITIES CORPORATION sold 349 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2026, an estimated $18.4K.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1035 holding.
BOLTON SECURITIES CORPORATION first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2025 and has held it in 5 quarters since.
BOLTON SECURITIES CORPORATION's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $153K in Q2 2026.
185 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.