Ameritas Advisory Services’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Ameritas Advisory Services’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	$73.4M	Buy	1,401,573 +428,552	+44%	+$21.8M	1.48%	7
2026 Q1	$46.9M	Sell	973,021 -152,027	-14%	-$7.59M	1.82%	3
2025 Q4	$54.7M	Buy	1,125,048 +1,123,943	+101,714%	+$53.3M	2.04%	3
2025 Q3	$50.9K	Sell	1,105 -1,180,034	-100%	-$53.5M	﹤0.01%	1078
2025 Q2	$53.2M	Sell	1,181,139 -521,961	-31%	-$22.9M	2.77%	1
2025 Q1	$73.9M	Buy	1,703,100 +20,691	+1%	+$939K	2.99%	1
2024 Q4	$73.1M	Buy	1,682,409 +350,995	+26%	+$15.7M	2.52%	3
2024 Q3	$60.8M	Buy	1,331,414 +152,093	+13%	+$6.87M	2.63%	1
2024 Q2	$53.8M	Buy	1,179,321 +129,002	+12%	+$5.87M	2.03%	4
2024 Q1	$48.3M	Buy	1,050,319 +334,860	+47%	+$14.6M	1.99%	4
2023 Q4	$30M	Sell	715,459 -227,344	-24%	-$9.02M	1.66%	7
2023 Q3	$36.5M	Buy	+942,803	New	+$37.3M	1.82%	6
2023 Q2	–	Sell	-885,812	Closed	-$35.7M	–	1518
2023 Q1	$35.7M	Buy	885,812 +85,303	+11%	+$3.25M	1.79%	6
2022 Q4	$28.5M	Buy	800,509 +109,334	+16%	+$4.14M	1.32%	12
2022 Q3	$24.8M	Buy	691,175 +100,128	+17%	+$3.88M	1.48%	12
2022 Q2	$22.1M	Buy	591,047 +22,244	+4%	+$905K	1.28%	15
2022 Q1	$24.4M	Buy	568,803 +44,228	+8%	+$1.9M	0.89%	28
2021 Q4	$24M	Buy	+524,575	New	+$23.4M	0.88%	27

Other funds holding IHDG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

Ameritas Advisory Services's IHDG Position: Q2 2026 in Review

Ameritas Advisory Services increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 44% in Q2 2026, buying an estimated $21.8M and bringing the position to 1,401,573 shares worth $73.4M. The position accounts for 1.48% of the portfolio, ranked #7.

Ameritas Advisory Services first reported a position in IHDG in Q4 2021 and has held it in 18 quarters since. The position peaked at $73.9M in Q1 2025. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

Ameritas Advisory Services held 1,401,573 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $73.4M as of Q2 2026.
Ameritas Advisory Services bought 428,552 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $21.8M.
WisdomTree International Hedged Quality Dividend Growth Fund made up 1.48% of Ameritas Advisory Services's portfolio in Q2 2026, its #7 holding.
Ameritas Advisory Services first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2021 and has held it in 18 quarters since.
Ameritas Advisory Services's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $73.9M in Q1 2025.
237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.