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 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Berkeley Inc's IHDG Position: Q1 2026 in Review

Berkeley Inc reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 6.1% in Q1 2026, selling an estimated $577K and leaving 177,852 shares worth $8.56M. The position accounts for 2.87% of the portfolio, ranked #11.

Berkeley Inc first reported a position in IHDG in Q4 2020 and has held it in 22 quarters since. The position peaked at $23.5M in Q3 2024. 248 funds tracked by Wall St. Rank hold IHDG as of Q1 2026.

Berkeley Inc held 177,852 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $8.56M as of Q1 2026.
Berkeley Inc sold 11,564 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2026, an estimated $577K.
WisdomTree International Hedged Quality Dividend Growth Fund made up 2.87% of Berkeley Inc's portfolio in Q1 2026, its #11 holding.
Berkeley Inc first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2020 and has held it in 22 quarters since.
Berkeley Inc's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $23.5M in Q3 2024.
248 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2026.

Based on Berkeley Inc's 13F filing for Q1 2026, filed 24 Apr 2026.