Guardian Wealth Advisors (North Carolina)’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-502	Closed	-$24.2K	–	479
2026 Q1	$24.2K	Buy	+502	New	+$25.1K	﹤0.01%	492
2025 Q3	–	Sell	-568	Closed	-$25.6K	–	445
2025 Q2	$25.6K	Sell	568 -356	-39%	-$15.6K	﹤0.01%	440
2025 Q1	$40.1K	Hold	924	–	–	﹤0.01%	396
2024 Q4	$40.2K	Sell	924 -318	-26%	-$14.2K	﹤0.01%	376
2024 Q3	$56.8K	Buy	1,242 +186	+18%	+$8.4K	0.01%	305
2024 Q2	$48.1K	Sell	1,056 -51	-5%	-$2.32K	0.01%	302
2024 Q1	$50.9K	Sell	1,107 -28	-2%	-$1.22K	0.01%	319
2023 Q4	$47.7K	Sell	1,135 -2,635	-70%	-$105K	0.01%	308
2023 Q3	$146K	Hold	3,770	–	–	0.02%	248
2023 Q2	$151K	Hold	3,770	–	–	0.03%	237
2023 Q1	$149K	Hold	3,770	–	–	0.03%	225
2022 Q4	$134K	Hold	3,770	–	–	0.03%	212
2022 Q3	$135K	Hold	3,770	–	–	0.03%	200
2022 Q2	$141K	Buy	+3,770	New	+$153K	0.03%	195

Other funds holding IHDG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s IHDG Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2026, closing a stake of 502 shares — an estimated $24.2K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in IHDG in Q2 2022 and held it in 14 quarters. The position peaked at $151K in Q2 2023. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 502 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $24.2K.
Guardian Wealth Advisors (North Carolina) first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2022 and held it in 14 quarters.
Guardian Wealth Advisors (North Carolina)'s WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $151K in Q2 2023.
237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.