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Choice Wealth Advisors’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Choice Wealth Advisors’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 		$2.22M Sell
42,460
-8,420
-17% -$427K 0.78% 21
2026
Q1 		$2.45M Sell
50,880
-307,255
-86% -$15.3M 0.96% 18
2025
Q4 		$17.4M Buy
358,135
+404
+0.1% +$19.2K 6.89% 5
2025
Q3 		$16.5M Buy
357,731
+12,559
+4% +$569K 7.07% 5
2025
Q2 		$15.5M Buy
345,172
+361
+0.1% +$15.8K 7.03% 6
2025
Q1 		$15M Sell
344,811
-42
-0% -$1.91K 7.8% 5
2024
Q4 		$15M Buy
344,853
+9,842
+3% +$439K 7.66% 5
2024
Q3 		$15.3M Buy
335,011
+10,250
+3% +$463K 7.65% 5
2024
Q2 		$14.8M Buy
324,761
+3,199
+1% +$146K 7.85% 5
2024
Q1 		$14.8M Sell
321,562
-3,666
-1% -$160K 8.95% 4
2023
Q4 		$13.7M Buy
325,228
+1,905
+0.6% +$75.6K 8.46% 4
2023
Q3 		$12.5M Sell
323,323
-2,012
-0.6% -$79.6K 8.85% 4
2023
Q2 		$13.1M Sell
325,335
-2,613
-0.8% -$105K 8.89% 4
2023
Q1 		$12.9M Buy
327,948
+3,915
+1% +$149K 9.4% 4
2022
Q4 		$11.5M Buy
324,033
+13,456
+4% +$510K 8.66% 4
2022
Q3 		$11.1M Buy
+310,577
New +$12M 9.32% 4
2022
Q2 		– Sell
-309,241
Closed -$13.2M – 43
2022
Q1 		$13.2M Buy
309,241
+27,741
+10% +$1.19M 10.48% 4
2021
Q4 		$12.9M Buy
281,500
+35,712
+15% +$1.59M 9.47% 4
2021
Q3 		$10.6M Buy
245,788
+3,648
+2% +$165K 8.61% 4
2021
Q2 		$10.7M Buy
242,140
+15,097
+7% +$652K 7.67% 5
2021
Q1 		$9.38M Buy
227,043
+11,640
+5% +$473K 7.74% 5
2020
Q4 		$8.47M Buy
+215,403
New +$8.16M 7.65% 5

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

Choice Wealth Advisors's IHDG Position: Q2 2026 in Review

Choice Wealth Advisors reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 17% in Q2 2026, selling an estimated $427K and leaving 42,460 shares worth $2.22M. The position accounts for 0.78% of the portfolio, ranked #21.

Choice Wealth Advisors first reported a position in IHDG in Q4 2020 and has held it in 22 quarters since. The position peaked at $17.4M in Q4 2025. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

  • Choice Wealth Advisors held 42,460 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $2.22M as of Q2 2026.
  • Choice Wealth Advisors sold 8,420 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $427K.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 0.78% of Choice Wealth Advisors's portfolio in Q2 2026, its #21 holding.
  • Choice Wealth Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2020 and has held it in 22 quarters since.
  • Choice Wealth Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $17.4M in Q4 2025.
  • 237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Choice Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.