AC
IHDG icon

Avestar Capital’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Avestar Capital’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 		$526K Buy
10,930
+201
+2% +$10K 0.04% 343
2025
Q4 		$522K Sell
10,729
-33
-0.3% -$1.56K 0.04% 330
2025
Q3 		$496K Sell
10,762
-373
-3% -$16.9K 0.04% 339
2025
Q2 		$502K Sell
11,135
-3,627
-25% -$159K 0.04% 325
2025
Q1 		$641K Sell
14,762
-3,391
-19% -$154K 0.06% 258
2024
Q4 		$791K Buy
18,153
+3,948
+28% +$176K 0.07% 209
2024
Q3 		$649K Buy
14,205
+189
+1% +$8.54K 0.07% 217
2024
Q2 		$639K Buy
+14,016
New +$638K 0.07% 211

Other funds holding IHDG

LPL Financial
LPL Financial San Diego, California $376B 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
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
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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return