AAS
IHDG icon

Avantax Advisory Services’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$619K Sell
13,730
-435
-3% -$19K ﹤0.01% 1468
2025
Q1 		$615K Sell
14,165
-3,286
-19% -$149K ﹤0.01% 1376
2024
Q4 		$759K Sell
17,451
-252
-1% -$11.2K ﹤0.01% 1188
2024
Q3 		$809K Buy
17,703
+360
+2% +$16.3K 0.01% 1134
2024
Q2 		$791K Buy
17,343
+3,459
+25% +$157K 0.01% 1108
2024
Q1 		$638K Buy
13,884
+831
+6% +$36.3K 0.01% 931
2023
Q4 		$548K Buy
13,053
+1,086
+9% +$43.1K 0.01% 949
2023
Q3 		$464K Buy
11,967
+3,275
+38% +$130K 0.01% 981
2023
Q2 		$349K Buy
8,692
+567
+7% +$22.7K ﹤0.01% 1103
2023
Q1 		$320K Sell
8,125
-1,340
-14% -$51.1K ﹤0.01% 1114
2022
Q4 		$337K Buy
9,465
+1,377
+17% +$52.2K ﹤0.01% 1042
2022
Q3 		$290K Buy
8,088
+74
+0.9% +$2.87K ﹤0.01% 1028
2022
Q2 		$300K Buy
8,014
+1,370
+21% +$55.8K ﹤0.01% 1009
2022
Q1 		$284K Buy
+6,644
New +$285K ﹤0.01% 1030
2020
Q4 		– Sell
-11,795
Closed -$432K – 1130
2020
Q3 		$432K Buy
+11,795
New +$425K 0.01% 851

Other funds holding IHDG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Avantax Advisory Services's IHDG Position: Q2 2025 in Review

Avantax Advisory Services reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 3.1% in Q2 2025, selling an estimated $19K and leaving 13,730 shares worth $619K. The position accounts for ﹤0.01% of the portfolio, ranked #1468.

Avantax Advisory Services first reported a position in IHDG in Q3 2020 and has held it in 15 quarters since. The position peaked at $809K in Q3 2024. 252 funds tracked by Wall St. Rank hold IHDG as of Q2 2025.

  • Avantax Advisory Services held 13,730 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $619K as of Q2 2025.
  • Avantax Advisory Services sold 435 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2025, an estimated $19K.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1468 holding.
  • Avantax Advisory Services first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2020 and has held it in 15 quarters since.
  • Avantax Advisory Services's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $809K in Q3 2024.
  • 252 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.