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EP Wealth Advisors’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

EP Wealth Advisors’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 		$193K Buy
+3,679
New +$187K ﹤0.01% 1519
2023
Q1 		– Sell
-2,850
Closed -$102K – 667
2022
Q4 		$102K Buy
+2,850
New +$108K ﹤0.01% 600

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

EP Wealth Advisors's IHDG Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2026: 3,679 shares worth $193K. The stake represents ﹤0.01% of the portfolio and ranks #1519 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in IHDG as recently as Q4 2022.

EP Wealth Advisors first reported a position in IHDG in Q4 2022 and has held it in 2 quarters since. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

  • EP Wealth Advisors held 3,679 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $193K as of Q2 2026.
  • WisdomTree International Hedged Quality Dividend Growth Fund was a new EP Wealth Advisors position in Q2 2026.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1519 holding.
  • EP Wealth Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2022 and has held it in 2 quarters since.
  • 237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.