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
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 		$61.9K 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

FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
TC
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
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
SWIA
Solano Wealth Investment Advisors Fairfield, California $220M AUM 20.01% 1-Year Est. Return

AssetMark Inc's IHDG Position: Q2 2026 in Review

AssetMark Inc increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 2.1% in Q2 2026, buying an estimated $3.6K and bringing the position to 3,379 shares worth $177K. The position accounts for ﹤0.01% of the portfolio, ranked #1476.

AssetMark Inc first reported a position in IHDG in Q4 2022 and has held it in 15 quarters since. The position peaked at $179K in Q2 2025. 111 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

  • AssetMark Inc held 3,379 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $177K as of Q2 2026.
  • AssetMark Inc bought 71 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $3.6K.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1476 holding.
  • AssetMark Inc first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2022 and has held it in 15 quarters since.
  • AssetMark Inc's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $179K in Q2 2025.
  • 111 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.