Diversify Advisory Services’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Diversify Advisory Services’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	$1.45M	Buy	+27,647	New	+$1.4M	0.02%	510
2026 Q1	–	Sell	-15,094	Closed	-$769K	–	525
2025 Q4	$769K	Buy	+15,094	New	+$716K	0.02%	471

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

Diversify Advisory Services's IHDG Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2026: 27,647 shares worth $1.45M. The stake represents 0.02% of the portfolio and ranks #510 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in IHDG as recently as Q4 2025.

Diversify Advisory Services first reported a position in IHDG in Q4 2025 and has held it in 2 quarters since. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

Diversify Advisory Services held 27,647 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $1.45M as of Q2 2026.
WisdomTree International Hedged Quality Dividend Growth Fund was a new Diversify Advisory Services position in Q2 2026.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #510 holding.
Diversify Advisory Services first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2025 and has held it in 2 quarters since.
237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.