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

CoreCap 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 		$64.4K Sell
1,229
-602
-33% -$30.6K ﹤0.01% 1292
2026
Q1 		$88.2K Sell
1,831
-1,307
-42% -$65.2K ﹤0.01% 1073
2025
Q4 		$153K Sell
3,138
-1,004
-24% -$47.6K 0.01% 878
2025
Q3 		$191K Sell
4,142
-2,512
-38% -$114K 0.01% 814
2025
Q2 		$300K Sell
6,654
-216,560
-97% -$9.48M 0.01% 636
2025
Q1 		$9.69M Buy
223,214
+22,362
+11% +$1.01M 0.43% 40
2024
Q4 		$8.73M Buy
200,852
+20,118
+11% +$897K 0.4% 39
2024
Q3 		$8.26M Buy
180,734
+18,789
+12% +$849K 0.39% 43
2024
Q2 		$7.38M Buy
161,945
+5,761
+4% +$262K 0.77% 18
2024
Q1 		$7.18M Sell
156,184
-67,790
-30% -$2.96M 0.38% 40
2023
Q4 		$9.4M Buy
223,974
+47,799
+27% +$1.9M 0.61% 36
2023
Q3 		$6.83M Buy
176,175
+6,293
+4% +$249K 0.49% 43
2023
Q2 		$6.82M Buy
+169,882
New +$6.8M 0.49% 41
2022
Q4 		$5.7M Buy
+159,913
New +$6.06M 0.41% 47

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

CoreCap Advisors's IHDG Position: Q2 2026 in Review

CoreCap Advisors reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 33% in Q2 2026, selling an estimated $30.6K and leaving 1,229 shares worth $64.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1292.

CoreCap Advisors first reported a position in IHDG in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.69M in Q1 2025. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

  • CoreCap Advisors held 1,229 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $64.4K as of Q2 2026.
  • CoreCap Advisors sold 602 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $30.6K.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1292 holding.
  • CoreCap Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2022 and has held it in 14 quarters since.
  • CoreCap Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $9.69M in Q1 2025.
  • 237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.