Dynamic Advisor Solutions
IHDG icon

Dynamic Advisor Solutions’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Dynamic Advisor Solutions’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 		$13.7M Buy
264,173
+4,866
+2% +$257K 0.39% 58
2026
Q2 		$13.6M Buy
259,307
+19,339
+8% +$982K 0.38% 61
2026
Q1 		$11.6M Buy
239,968
+958
+0.4% +$47.8K 0.36% 65
2025
Q4 		$11.6M Sell
239,010
-6,521
-3% -$309K 0.37% 61
2025
Q3 		$11.3M Buy
245,531
+8,297
+3% +$376K 0.33% 71
2025
Q2 		$10.7M Buy
237,234
+4,898
+2% +$214K 0.33% 73
2025
Q1 		$10.1M Buy
+232,336
New +$10.5M 0.33% 74
2024
Q4 		– Sell
-188,934
Closed -$8.63M – 735
2024
Q3 		$8.63M Buy
188,934
+13,827
+8% +$624K 0.26% 90
2024
Q2 		$7.98M Sell
175,107
-964
-0.5% -$43.9K 0.25% 88
2024
Q1 		$8.09M Buy
176,071
+9,863
+6% +$431K 0.27% 91
2023
Q4 		$6.88M Buy
166,208
+17,224
+12% +$683K 0.26% 101
2023
Q3 		$5.77M Buy
148,984
+28,336
+23% +$1.12M 0.27% 102
2023
Q2 		$4.85M Buy
120,648
+57,196
+90% +$2.29M 0.25% 118
2023
Q1 		$2.5M Buy
63,452
+35,189
+125% +$1.34M 0.15% 180
2022
Q4 		$1.01M Buy
+28,263
New +$1.07M 0.07% 283

Other funds holding IHDG

Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $439M AUM 11.84% 1-Year Est. Return
Hunter Associates Investment Management
Hunter Associates Investment Management Pittsburgh, Pennsylvania $860M AUM 22.54% 1-Year Est. Return
Marietta Wealth Management
Marietta Wealth Management Marietta, Georgia $945M AUM 19.14% 1-Year Est. Return
Wealth Management Resources
Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return
Melone Private Wealth
Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return
Eagle Strategies
Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
Berkeley Inc
Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Dynamic Advisor Solutions's IHDG Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 1.9% in Q3 2026, buying an estimated $257K and bringing the position to 264,173 shares worth $13.7M. The position accounts for 0.39% of the portfolio, ranked #58.

Dynamic Advisor Solutions first reported a position in IHDG in Q4 2022 and has held it in 15 quarters since. 100 funds tracked by Wall St. Rank hold IHDG as of Q3 2026.

  • Dynamic Advisor Solutions held 264,173 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $13.7M as of Q3 2026.
  • Dynamic Advisor Solutions bought 4,866 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2026, an estimated $257K.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 0.39% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #58 holding.
  • Dynamic Advisor Solutions first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2022 and has held it in 15 quarters since.
  • 100 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.