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 Q2	$10.8M	Buy	205,876 +2,341	+1%	+$119K	1.04%	19
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

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 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

AssuredPartners Investment Advisors's IHDG Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 1.2% in Q2 2026, buying an estimated $119K and bringing the position to 205,876 shares worth $10.8M. The position accounts for 1.04% of the portfolio, ranked #19.

AssuredPartners Investment Advisors first reported a position in IHDG in Q4 2024 and has held it in 7 quarters since. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

AssuredPartners Investment Advisors held 205,876 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $10.8M as of Q2 2026.
AssuredPartners Investment Advisors bought 2,341 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $119K.
WisdomTree International Hedged Quality Dividend Growth Fund made up 1.04% of AssuredPartners Investment Advisors's portfolio in Q2 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 7 quarters since.
237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.