AWM
IHDG icon

AE Wealth Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

AE Wealth Management’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 		$51.8M Buy
988,454
+119,180
+14% +$6.05M 0.24% 99
2026
Q1 		$41.9M Buy
869,274
+224,577
+35% +$11.2M 0.23% 108
2025
Q4 		$31.4M Buy
644,697
+246,507
+62% +$11.7M 0.18% 121
2025
Q3 		$18.3M Buy
398,190
+71,952
+22% +$3.26M 0.12% 188
2025
Q2 		$14.7M Buy
326,238
+40,921
+14% +$1.79M 0.11% 204
2025
Q1 		$12.4M Sell
285,317
-57,590
-17% -$2.61M 0.1% 213
2024
Q4 		$14.9M Buy
342,907
+4,687
+1% +$209K 0.13% 179
2024
Q3 		$15.5M Sell
338,220
-96,106
-22% -$4.34M 0.14% 163
2024
Q2 		$19.8M Buy
434,326
+22,016
+5% +$1M 0.2% 124
2024
Q1 		$18.9M Sell
412,310
-77,303
-16% -$3.38M 0.21% 126
2023
Q4 		$21M Buy
489,613
+83,332
+21% +$3.31M 0.11% 213
2023
Q3 		$15.7M Buy
406,281
+70,515
+21% +$2.79M 0.09% 242
2023
Q2 		$13.5M Buy
335,766
+79,034
+31% +$3.17M 0.08% 299
2023
Q1 		$10.1M Sell
256,732
-84,977
-25% -$3.24M 0.07% 337
2022
Q4 		$12.2M Hold
341,709
– – 0.09% 269
2022
Q3 		$12.3M Buy
341,709
+23,924
+8% +$927K 0.1% 224
2022
Q2 		$11.9M Buy
317,785
+81,519
+35% +$3.32M 0.1% 238
2022
Q1 		$10.1M Buy
236,266
+32,377
+16% +$1.39M 0.07% 280
2021
Q4 		$9.33M Buy
203,889
+12,174
+6% +$543K 0.07% 279
2021
Q3 		$8.28M Buy
191,715
+20,319
+12% +$920K 0.07% 271
2021
Q2 		$7.56M Buy
171,396
+29,804
+21% +$1.29M 0.07% 272
2021
Q1 		$5.85M Buy
141,592
+47,098
+50% +$1.91M 0.06% 290
2020
Q4 		$3.72M Buy
94,494
+8,693
+10% +$329K 0.04% 331
2020
Q3 		$3.14M Buy
85,801
+183
+0.2% +$6.59K 0.04% 321
2020
Q2 		$3M Buy
85,618
+5,567
+7% +$186K 0.05% 308
2020
Q1 		$2.42M Buy
80,051
+28,829
+56% +$991K 0.06% 270
2019
Q4 		$1.86M Buy
51,222
+12,706
+33% +$443K 0.04% 363
2019
Q3 		$1.29M Buy
+38,516
New +$1.27M 0.04% 375

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AE Wealth Management's IHDG Position: Q2 2026 in Review

AE Wealth Management increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 14% in Q2 2026, buying an estimated $6.05M and bringing the position to 988,454 shares worth $51.8M. The position accounts for 0.24% of the portfolio, ranked #99.

AE Wealth Management first reported a position in IHDG in Q3 2019 and has held it in 28 quarters since. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

  • AE Wealth Management held 988,454 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $51.8M as of Q2 2026.
  • AE Wealth Management bought 119,180 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $6.05M.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 0.24% of AE Wealth Management's portfolio in Q2 2026, its #99 holding.
  • AE Wealth Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2019 and has held it in 28 quarters since.
  • 237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.