AWC
IHDG icon

Adamsbrown Wealth Consultants’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Adamsbrown Wealth Consultants’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 		$4.65M Sell
88,838
-1,152
-1% -$58.5K 0.88% 22
2026
Q1 		$4.33M Sell
89,990
-6,648
-7% -$332K 1.15% 19
2025
Q4 		$4.7M Sell
96,638
-10,721
-10% -$508K 1.31% 17
2025
Q3 		$4.95M Sell
107,359
-243,642
-69% -$11M 1.36% 17
2025
Q2 		$15.8M Sell
351,001
-4,155
-1% -$182K 4.59% 10
2025
Q1 		$15.4M Sell
355,156
-16,909
-5% -$767K 4.84% 9
2024
Q4 		$16.2M Buy
372,065
+18,903
+5% +$843K 5.51% 6
2024
Q3 		$16.1M Sell
353,162
-7,091
-2% -$320K 5.6% 7
2024
Q2 		$16.4M Buy
360,253
+28,922
+9% +$1.32M 6.39% 6
2024
Q1 		$15.2M Buy
331,331
+254,080
+329% +$11.1M 6.16% 6
2023
Q4 		$3.24M Buy
77,251
+26,559
+52% +$1.05M 1.41% 14
2023
Q3 		$1.96M Buy
50,692
+6,089
+14% +$241K 0.97% 16
2023
Q2 		$1.79M Buy
44,603
+15,845
+55% +$635K 0.95% 18
2023
Q1 		$1.13M Buy
+28,758
New +$1.1M 0.65% 25

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

Adamsbrown Wealth Consultants's IHDG Position: Q2 2026 in Review

Adamsbrown Wealth Consultants reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 1.3% in Q2 2026, selling an estimated $58.5K and leaving 88,838 shares worth $4.65M. The position accounts for 0.88% of the portfolio, ranked #22.

Adamsbrown Wealth Consultants first reported a position in IHDG in Q1 2023 and has held it in 14 quarters since. The position peaked at $16.4M in Q2 2024. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

  • Adamsbrown Wealth Consultants held 88,838 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $4.65M as of Q2 2026.
  • Adamsbrown Wealth Consultants sold 1,152 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $58.5K.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 0.88% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #22 holding.
  • Adamsbrown Wealth Consultants first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2023 and has held it in 14 quarters since.
  • Adamsbrown Wealth Consultants's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $16.4M in Q2 2024.
  • 237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.