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

Drive 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	$1.21M	Sell	23,136 -3,452	-13%	-$175K	0.22%	82
2026 Q1	$1.28M	Buy	26,588 +3,499	+15%	+$175K	0.27%	72
2025 Q4	$1.12M	Buy	23,089 +2,864	+14%	+$136K	0.22%	85
2025 Q3	$932K	Sell	20,225 -4,126	-17%	-$187K	0.2%	92
2025 Q2	$1.1M	Sell	24,351 -2,199	-8%	-$96.3K	0.24%	93
2025 Q1	$1.15M	Sell	26,550 -3,160	-11%	-$143K	0.27%	85
2024 Q4	$1.29M	Buy	29,710 +1,655	+6%	+$73.8K	0.32%	62
2024 Q3	$1.28M	Buy	28,055 +7,003	+33%	+$316K	0.33%	56
2024 Q2	$960K	Buy	21,052 +2,073	+11%	+$94.4K	0.26%	74
2024 Q1	$872K	Buy	18,979 +2,890	+18%	+$126K	0.24%	82
2023 Q4	$676K	Buy	16,089 +2,738	+21%	+$109K	0.22%	94
2023 Q3	$517K	Buy	+13,351	New	+$528K	0.19%	106

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

Drive Wealth Management's IHDG Position: Q2 2026 in Review

Drive Wealth Management reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 13% in Q2 2026, selling an estimated $175K and leaving 23,136 shares worth $1.21M. The position accounts for 0.22% of the portfolio, ranked #82.

Drive Wealth Management first reported a position in IHDG in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.29M in Q4 2024. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

Drive Wealth Management held 23,136 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $1.21M as of Q2 2026.
Drive Wealth Management sold 3,452 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $175K.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.22% of Drive Wealth Management's portfolio in Q2 2026, its #82 holding.
Drive Wealth Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2023 and has held it in 12 quarters since.
Drive Wealth Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $1.29M in Q4 2024.
237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.