Diversify Wealth Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Diversify Wealth Management’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	Sell	27,647 -1,739	-6%	-$88.3K	0.02%	510
2026 Q1	$1.44M	Buy	29,386 +11,633	+66%	+$581K	0.03%	480
2025 Q4	$902K	Sell	17,753 -253,215	-93%	-$12M	0.04%	341
2025 Q3	$12.8M	Buy	270,968 +7,296	+3%	+$331K	0.74%	24
2025 Q2	$11.9M	Buy	263,672 +8,593	+3%	+$376K	0.73%	24
2025 Q1	$11M	Buy	255,079 +99,617	+64%	+$4.52M	0.82%	20
2024 Q4	$6.87M	Buy	155,462 +9,501	+7%	+$424K	0.54%	42
2024 Q3	$6.54M	Buy	145,961 +11,267	+8%	+$509K	0.63%	35
2024 Q2	$5.71M	Buy	+134,694	New	+$6.13M	0.71%	29

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 Wealth Management's IHDG Position: Q2 2026 in Review

Diversify Wealth Management reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 5.9% in Q2 2026, selling an estimated $88.3K and leaving 27,647 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #510.

Diversify Wealth Management first reported a position in IHDG in Q2 2024 and has held it in 9 quarters since. The position peaked at $12.8M in Q3 2025. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

Diversify Wealth Management held 27,647 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $1.45M as of Q2 2026.
Diversify Wealth Management sold 1,739 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $88.3K.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #510 holding.
Diversify Wealth Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $12.8M in Q3 2025.
237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.