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Atria Investments’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Atria Investments’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 		$280K Sell
5,349
-2,637
-33% -$134K ﹤0.01% 1895
2026
Q1 		$385K Sell
7,986
-2,840
-26% -$142K ﹤0.01% 1598
2025
Q4 		$527K Sell
10,826
-5,086
-32% -$241K 0.01% 1411
2025
Q3 		$733K Sell
15,912
-2,273
-12% -$103K 0.01% 1208
2025
Q2 		$819K Sell
18,185
-138
-0.8% -$6.04K 0.01% 1147
2025
Q1 		$795K Sell
18,323
-47,899
-72% -$2.17M 0.01% 1110
2024
Q4 		$2.88M Sell
66,222
-9,508
-13% -$424K 0.04% 540
2024
Q3 		$3.46M Sell
75,730
-36,313
-32% -$1.64M 0.04% 475
2024
Q2 		$5.11M Buy
112,043
+82,854
+284% +$3.77M 0.07% 328
2024
Q1 		$1.34M Buy
29,189
+1,248
+4% +$54.5K 0.02% 813
2023
Q4 		$1.17M Buy
27,941
+1,404
+5% +$55.7K 0.02% 829
2023
Q3 		$1.03M Buy
+26,537
New +$1.05M 0.02% 831
2018
Q2 		– Sell
-11,792
Closed -$364K – 974
2018
Q1 		$364K Buy
11,792
+4,496
+62% +$141K 0.02% 615
2017
Q4 		$231K Buy
+7,296
New +$229K 0.01% 737
2017
Q1 		– Sell
-13,645
Closed -$360K – 692
2016
Q4 		$360K Buy
+13,645
New +$352K 0.03% 415

Other funds holding IHDG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Atria Investments's IHDG Position: Q2 2026 in Review

Atria Investments reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 33% in Q2 2026, selling an estimated $134K and leaving 5,349 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #1895.

Atria Investments first reported a position in IHDG in Q4 2016 and has held it in 15 quarters since. The position peaked at $5.11M in Q2 2024. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

  • Atria Investments held 5,349 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $280K as of Q2 2026.
  • Atria Investments sold 2,637 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $134K.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1895 holding.
  • Atria Investments first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2016 and has held it in 15 quarters since.
  • Atria Investments's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $5.11M in Q2 2024.
  • 237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.