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 Q2	$566K	Sell	10,808 -122	-1%	-$6.19K	0.03%	351
2026 Q1	$526K	Buy	10,930 +201	+2%	+$10K	0.03%	343
2025 Q4	$522K	Sell	10,729 -33	-0.3%	-$1.56K	0.03%	330
2025 Q3	$496K	Sell	10,762 -373	-3%	-$16.9K	0.03%	339
2025 Q2	$502K	Sell	11,135 -3,627	-25%	-$159K	0.03%	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

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

Avestar Capital's IHDG Position: Q2 2026 in Review

Avestar Capital reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 1.1% in Q2 2026, selling an estimated $6.19K and leaving 10,808 shares worth $566K. The position accounts for 0.03% of the portfolio, ranked #351.

Avestar Capital first reported a position in IHDG in Q2 2024 and has held it in 9 quarters since. The position peaked at $791K in Q4 2024. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

Avestar Capital held 10,808 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $566K as of Q2 2026.
Avestar Capital sold 122 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $6.19K.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.03% of Avestar Capital's portfolio in Q2 2026, its #351 holding.
Avestar Capital first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2024 and has held it in 9 quarters since.
Avestar Capital's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $791K in Q4 2024.
237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.