EP Wealth Advisors
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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
Q3 		– Sell
-3,679
Closed -$193K – 1757
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 $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Ameritas Advisory Services
Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return
Falcon Wealth Planning
Falcon Wealth Planning Ontario, California $1.62B AUM 11.24% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

EP Wealth Advisors's IHDG Position: Q3 2026 in Review

EP Wealth Advisors sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q3 2026, closing a stake of 3,679 shares — an estimated $193K sold.

EP Wealth Advisors first reported a position in IHDG in Q4 2022 and held it in 2 quarters. The position peaked at $193K in Q2 2026. 217 funds tracked by Wall St. Rank hold IHDG as of Q3 2026.

  • EP Wealth Advisors reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q3 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 3,679 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2026, an estimated $193K.
  • EP Wealth Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2022 and held it in 2 quarters.
  • EP Wealth Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $193K in Q2 2026.
  • 217 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2026.

Based on EP Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.