Great Valley Advisor Group’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Great Valley Advisor Group’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 Q1	$1.73M	Sell	35,910 -19,287	-35%	-$963K	0.03%	402
2025 Q4	$2.69M	Sell	55,197 -7,105	-11%	-$337K	0.05%	288
2025 Q3	$2.87M	Sell	62,302 -1,397	-2%	-$63.3K	0.06%	267
2025 Q2	$2.87M	Buy	63,699 +18,698	+42%	+$819K	0.06%	255
2025 Q1	$1.95M	Buy	+45,001	New	+$2.04M	0.04%	316

Other funds holding IHDG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Great Valley Advisor Group's IHDG Position: Q1 2026 in Review

Great Valley Advisor Group reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 35% in Q1 2026, selling an estimated $963K and leaving 35,910 shares worth $1.73M. The position accounts for 0.03% of the portfolio, ranked #402.

Great Valley Advisor Group first reported a position in IHDG in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.87M in Q3 2025. 248 funds tracked by Wall St. Rank hold IHDG as of Q1 2026.

Great Valley Advisor Group held 35,910 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $1.73M as of Q1 2026.
Great Valley Advisor Group sold 19,287 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2026, an estimated $963K.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.03% of Great Valley Advisor Group's portfolio in Q1 2026, its #402 holding.
Great Valley Advisor Group first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2025 and has held it in 5 quarters since.
Great Valley Advisor Group's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $2.87M in Q3 2025.
248 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.