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Accordant Advisory Group’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Accordant Advisory Group’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 		$23K Sell
439
-1
-0.2% -$51 0.02% 128
2026
Q1 		$21.2K Buy
+440
New +$22K 0.01% 126

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

Accordant Advisory Group's IHDG Position: Q2 2026 in Review

Accordant Advisory Group reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 0.23% in Q2 2026, selling an estimated $51 and leaving 439 shares worth $23K. The position accounts for 0.02% of the portfolio, ranked #128.

Accordant Advisory Group first reported a position in IHDG in Q1 2026 and has held it in 2 quarters since. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

  • Accordant Advisory Group held 439 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $23K as of Q2 2026.
  • Accordant Advisory Group sold 1 WisdomTree International Hedged Quality Dividend Growth Fund share in Q2 2026, an estimated $51.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 0.02% of Accordant Advisory Group's portfolio in Q2 2026, its #128 holding.
  • Accordant Advisory Group first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2026 and has held it in 2 quarters since.
  • 237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Accordant Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.