AssetMark Inc
IHDG icon

AssetMark Inc’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

AssetMark Inc’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
Q3 		$194K Buy
3,736
+357
+11% +$18.8K ﹤0.01% 1472
2026
Q2 		$177K Buy
3,379
+71
+2% +$3.6K ﹤0.01% 1476
2026
Q1 		$159K Buy
3,308
+179
+6% +$8.94K ﹤0.01% 1405
2025
Q4 		$152K Buy
3,129
+977
+45% +$46.3K ﹤0.01% 1369
2025
Q3 		$99.2K Sell
2,152
-1,818
-46% -$82.4K ﹤0.01% 1441
2025
Q2 		$179K Buy
3,970
+1,834
+86% +$80.3K ﹤0.01% 1246
2025
Q1 		$92.7K Sell
2,136
-300
-12% -$13.6K ﹤0.01% 1294
2024
Q4 		$106K Sell
2,436
-554
-19% -$24.7K ﹤0.01% 1239
2024
Q3 		$137K Buy
2,990
+1,181
+65% +$53.3K ﹤0.01% 1095
2024
Q2 		$82.5K Sell
1,809
-124
-6% -$5.65K ﹤0.01% 1138
2024
Q1 		$88.8K Sell
1,933
-39
-2% -$1.7K ﹤0.01% 1064
2023
Q4 		$82.8K Buy
1,972
+114
+6% +$4.52K ﹤0.01% 1072
2023
Q3 		$72K Buy
1,858
+126
+7% +$4.98K ﹤0.01% 1027
2023
Q2 		$69.6K Buy
1,732
+163
+10% +$6.53K ﹤0.01% 1009
2023
Q1 		$61.8K Buy
1,569
+292
+23% +$11.1K ﹤0.01% 980
2022
Q4 		$45.5K Buy
+1,277
New +$48.4K ﹤0.01% 1062

Other funds holding IHDG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Falcon Wealth Planning
Falcon Wealth Planning Ontario, California $1.62B AUM 11.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $439M AUM 11.84% 1-Year Est. Return
Hunter Associates Investment Management
Hunter Associates Investment Management Pittsburgh, Pennsylvania $860M AUM 22.54% 1-Year Est. Return
Marietta Wealth Management
Marietta Wealth Management Marietta, Georgia $945M AUM 19.14% 1-Year Est. Return
Summit Asset Management
Summit Asset Management Memphis, Tennessee $777M AUM 10.79% 1-Year Est. Return
Wealth Management Resources
Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

AssetMark Inc's IHDG Position: Q3 2026 in Review

AssetMark Inc increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 11% in Q3 2026, buying an estimated $18.8K and bringing the position to 3,736 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #1472.

AssetMark Inc first reported a position in IHDG in Q4 2022 and has held it in 16 quarters since. 140 funds tracked by Wall St. Rank hold IHDG as of Q3 2026.

  • AssetMark Inc held 3,736 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $194K as of Q3 2026.
  • AssetMark Inc bought 357 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2026, an estimated $18.8K.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1472 holding.
  • AssetMark Inc first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2022 and has held it in 16 quarters since.
  • 140 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.