AssuredPartners Investment Advisors’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

AssuredPartners Investment 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 Q1	$9.99M	Buy	203,535 +3,157	+2%	+$158K	1.09%	19
2025 Q4	$9.75M	Buy	200,378 +4,809	+2%	+$228K	1.45%	13
2025 Q3	$9.01M	Buy	195,569 +7,539	+4%	+$342K	2.01%	11
2025 Q2	$8.47M	Buy	188,030 +7,085	+4%	+$310K	2.07%	11
2025 Q1	$7.85M	Buy	180,945 +15,162	+9%	+$688K	1.52%	8
2024 Q4	$7.21M	Buy	+165,783	New	+$7.39M	1.4%	12

Other funds holding IHDG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

FWP

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AssuredPartners Investment Advisors's IHDG Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 1.6% in Q1 2026, buying an estimated $158K and bringing the position to 203,535 shares worth $9.99M. The position accounts for 1.09% of the portfolio, ranked #19.

AssuredPartners Investment Advisors first reported a position in IHDG in Q4 2024 and has held it in 6 quarters since. 248 funds tracked by Wall St. Rank hold IHDG as of Q1 2026.

AssuredPartners Investment Advisors held 203,535 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $9.99M as of Q1 2026.
AssuredPartners Investment Advisors bought 3,157 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2026, an estimated $158K.
WisdomTree International Hedged Quality Dividend Growth Fund made up 1.09% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #19 holding.
AssuredPartners Investment Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2024 and has held it in 6 quarters since.
248 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.