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Concurrent Investment Advisors’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Concurrent Investment 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 		$9.47M Sell
180,821
-242
-0.1% -$12.3K 0.08% 272
2026
Q1 		$8.72M Sell
181,063
-4,489
-2% -$224K 0.09% 236
2025
Q4 		$9.03M Buy
185,552
+20,718
+13% +$982K 0.1% 208
2025
Q3 		$7.6M Buy
164,834
+1,418
+0.9% +$64.3K 0.13% 166
2025
Q2 		$7.36M Sell
163,416
-39,961
-20% -$1.75M 0.14% 151
2025
Q1 		$8.83M Buy
+203,377
New +$9.23M 0.21% 105

Other funds holding IHDG

FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Concurrent Investment Advisors's IHDG Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 0.13% in Q2 2026, selling an estimated $12.3K and leaving 180,821 shares worth $9.47M. The position accounts for 0.08% of the portfolio, ranked #272.

Concurrent Investment Advisors first reported a position in IHDG in Q1 2025 and has held it in 6 quarters since. 86 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

  • Concurrent Investment Advisors held 180,821 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $9.47M as of Q2 2026.
  • Concurrent Investment Advisors sold 242 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $12.3K.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 0.08% of Concurrent Investment Advisors's portfolio in Q2 2026, its #272 holding.
  • Concurrent Investment Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2025 and has held it in 6 quarters since.
  • 86 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.