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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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Dynamic Advisor Solutions's IHDG Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 8.1% in Q2 2026, buying an estimated $982K and bringing the position to 259,307 shares worth $13.6M. The position accounts for 0.38% of the portfolio, ranked #61.

Dynamic Advisor Solutions first reported a position in IHDG in Q4 2022 and has held it in 14 quarters since. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

  • Dynamic Advisor Solutions held 259,307 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $13.6M as of Q2 2026.
  • Dynamic Advisor Solutions bought 19,339 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $982K.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 0.38% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #61 holding.
  • Dynamic Advisor Solutions first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2022 and has held it in 14 quarters since.
  • 237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.