BI
IHDG icon

Berkeley Inc’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Berkeley Inc’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 		$9.3M Sell
177,474
-378
-0.2% -$19.2K 2.92% 10
2026
Q1 		$8.56M Sell
177,852
-11,564
-6% -$577K 2.87% 11
2025
Q4 		$9.22M Sell
189,416
-182,545
-49% -$8.66M 2.93% 11
2025
Q3 		$17.1M Buy
371,961
+3,886
+1% +$176K 5.51% 2
2025
Q2 		$16.6M Buy
368,075
+69,731
+23% +$3.05M 5.95% 3
2025
Q1 		$12.9M Buy
298,344
+4,136
+1% +$188K 6.08% 5
2024
Q4 		$12.8M Sell
294,208
-218,972
-43% -$9.77M 6.62% 4
2024
Q3 		$23.5M Buy
513,180
+261,866
+104% +$11.8M 6.83% 3
2024
Q2 		$11.5M Buy
251,314
+48,185
+24% +$2.19M 7.12% 2
2024
Q1 		$9.33M Sell
203,129
-1,986
-1% -$86.7K 5.65% 3
2023
Q4 		$8.61M Sell
205,115
-4,393
-2% -$174K 5.42% 3
2023
Q3 		$8.12M Buy
209,508
+2,024
+1% +$80.1K 5.54% 3
2023
Q2 		$8.33M Buy
207,484
+3,642
+2% +$146K 5.61% 3
2023
Q1 		$8.04M Buy
203,842
+1,669
+0.8% +$63.6K 5.83% 2
2022
Q4 		$7.2M Buy
202,173
+12,712
+7% +$481K 5.44% 3
2022
Q3 		$6.8M Sell
189,461
-981
-0.5% -$38K 5.73% 2
2022
Q2 		$7.13M Buy
190,442
+12,682
+7% +$516K 5.71% 2
2022
Q1 		$7.63M Buy
177,760
+1,275
+0.7% +$54.7K 5.33% 2
2021
Q4 		$8.07M Buy
176,485
+774
+0.4% +$34.5K 5.37% 2
2021
Q3 		$7.59M Buy
175,711
+2,565
+1% +$116K 5.58% 2
2021
Q2 		$7.64M Buy
173,146
+906
+0.5% +$39.1K 5.47% 2
2021
Q1 		$7.11M Buy
172,240
+7,009
+4% +$285K 5.29% 2
2020
Q4 		$6.5M Buy
+165,231
New +$6.26M 5.25% 2

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

Berkeley Inc's IHDG Position: Q2 2026 in Review

Berkeley Inc reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 0.21% in Q2 2026, selling an estimated $19.2K and leaving 177,474 shares worth $9.3M. The position accounts for 2.92% of the portfolio, ranked #10.

Berkeley Inc first reported a position in IHDG in Q4 2020 and has held it in 23 quarters since. The position peaked at $23.5M in Q3 2024. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

  • Berkeley Inc held 177,474 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $9.3M as of Q2 2026.
  • Berkeley Inc sold 378 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $19.2K.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 2.92% of Berkeley Inc's portfolio in Q2 2026, its #10 holding.
  • Berkeley Inc first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2020 and has held it in 23 quarters since.
  • Berkeley Inc's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $23.5M in Q3 2024.
  • 237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Berkeley Inc's 13F filing for Q2 2026, filed 24 Jul 2026.