Core Wealth Advisors (Florida)’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Core Wealth Advisors (Florida)’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	$1.74M	Sell	33,232 -15	-0%	-$761	0.35%	33
2026 Q1	$1.6M	Buy	33,247 +5,734	+21%	+$286K	0.38%	28
2025 Q4	$1.34M	Buy	27,513 +4,795	+21%	+$227K	0.35%	26
2025 Q3	$1.05M	Buy	22,718 +888	+4%	+$40.3K	0.27%	35
2025 Q2	$983K	Buy	21,830 +2,245	+11%	+$98.3K	0.28%	36
2025 Q1	$850K	Buy	19,585 +3,679	+23%	+$167K	0.27%	37
2024 Q4	$691K	Buy	15,906 +1,745	+12%	+$77.8K	0.23%	40
2024 Q3	$647K	Buy	14,161 +2,666	+23%	+$120K	0.21%	38
2024 Q2	$524K	Buy	11,495 +294	+3%	+$13.4K	0.18%	39
2024 Q1	$515K	Buy	11,201 +150	+1%	+$6.55K	0.17%	35
2023 Q4	$464K	Buy	11,051 +1,497	+16%	+$59.4K	0.17%	33
2023 Q3	$370K	Buy	9,554 +413	+5%	+$16.3K	0.15%	36
2023 Q2	$367K	Buy	9,141 +6,025	+193%	+$241K	0.15%	38
2023 Q1	$123K	Buy	+3,116	New	+$119K	0.05%	58

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

Core Wealth Advisors (Florida)'s IHDG Position: Q2 2026 in Review

Core Wealth Advisors (Florida) reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 0.05% in Q2 2026, selling an estimated $761 and leaving 33,232 shares worth $1.74M. The position accounts for 0.35% of the portfolio, ranked #33.

Core Wealth Advisors (Florida) first reported a position in IHDG in Q1 2023 and has held it in 14 quarters since. 236 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

Core Wealth Advisors (Florida) held 33,232 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $1.74M as of Q2 2026.
Core Wealth Advisors (Florida) sold 15 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $761.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.35% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #33 holding.
Core Wealth Advisors (Florida) first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2023 and has held it in 14 quarters since.
236 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.