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 Q3	$1.32M	Sell	25,441 -2,206	-8%	-$116K	0.02%	570
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

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return

Diversify Advisory Services's IHDG Position: Q3 2026 in Review

Diversify Advisory Services reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 8% in Q3 2026, selling an estimated $116K and leaving 25,441 shares worth $1.32M. The position accounts for 0.02% of the portfolio, ranked #570.

Diversify Advisory Services first reported a position in IHDG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.45M in Q2 2026. 56 funds tracked by Wall St. Rank hold IHDG as of Q3 2026.

Diversify Advisory Services held 25,441 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $1.32M as of Q3 2026.
Diversify Advisory Services sold 2,206 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2026, an estimated $116K.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.02% of Diversify Advisory Services's portfolio in Q3 2026, its #570 holding.
Diversify Advisory Services first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2025 and has held it in 3 quarters since.
Diversify Advisory Services's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $1.45M in Q2 2026.
56 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.