Amplius Wealth Advisors’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Amplius Wealth Advisors’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	$271K	Hold	5,180	–	–	0.02%	174
2026 Q1	$249K	Hold	5,180	–	–	0.02%	155
2025 Q4	$252K	Hold	5,180	–	–	0.02%	151
2025 Q3	$239K	Sell	5,180 -952	-16%	-$43.2K	0.02%	159
2025 Q2	$276K	Hold	6,132	–	–	0.03%	162
2025 Q1	$266K	Sell	6,132 -350	-5%	-$15.9K	0.03%	148
2024 Q4	$282K	Hold	6,482	–	–	0.03%	142
2024 Q3	$296K	Hold	6,482	–	–	0.03%	132
2024 Q2	$296K	Hold	6,482	–	–	0.03%	130
2024 Q1	$298K	Sell	6,482 -8,577	-57%	-$375K	0.03%	129
2023 Q4	$632K	Sell	15,059 -1,550	-9%	-$61.5K	0.08%	85
2023 Q3	$643K	Sell	16,609 -3,800	-19%	-$150K	0.09%	84
2023 Q2	$820K	Sell	20,409 -17,237	-46%	-$690K	0.11%	72
2023 Q1	$1.48M	Sell	37,646 -5,450	-13%	-$208K	0.21%	54
2022 Q4	$1.54M	Sell	43,096 -3,639	-8%	-$138K	0.25%	52
2022 Q3	$1.68M	Sell	46,735 -975	-2%	-$37.8K	0.3%	48
2022 Q2	$1.78M	Sell	47,710 -3,030	-6%	-$123K	0.29%	48
2022 Q1	$2.18M	Sell	50,740 -975	-2%	-$41.8K	0.34%	38
2021 Q4	$2.37M	Buy	+51,715	New	+$2.31M	0.33%	40

Other funds holding IHDG

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

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

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

HAIM

Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return

WMR

Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return

Amplius Wealth Advisors's IHDG Position: Q2 2026 in Review

Amplius Wealth Advisors held its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) position steady in Q2 2026 at 5,180 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #174.

Amplius Wealth Advisors first reported a position in IHDG in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.37M in Q4 2021. 80 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

Amplius Wealth Advisors held 5,180 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $271K as of Q2 2026.
Amplius Wealth Advisors left its WisdomTree International Hedged Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.02% of Amplius Wealth Advisors's portfolio in Q2 2026, its #174 holding.
Amplius Wealth Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2021 and has held it in 19 quarters since.
Amplius Wealth Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $2.37M in Q4 2021.
80 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.