Halbert Hargrove Global Advisors’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Halbert Hargrove Global 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	$39.3K	Hold	750	–	–	﹤0.01%	226
2026 Q1	$36.1K	Sell	750 -174	-19%	-$8.69K	﹤0.01%	213
2025 Q4	$45K	Hold	924	–	–	﹤0.01%	198
2025 Q3	$42.6K	Hold	924	–	–	﹤0.01%	197
2025 Q2	$41.6K	Hold	924	–	–	﹤0.01%	154
2025 Q1	$40.1K	Sell	924 -470	-34%	-$21.3K	﹤0.01%	158
2024 Q4	$60.6K	Buy	+1,394	New	+$62.2K	﹤0.01%	138

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

Halbert Hargrove Global Advisors's IHDG Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) position steady in Q2 2026 at 750 shares worth $39.3K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

Halbert Hargrove Global Advisors first reported a position in IHDG in Q4 2024 and has held it in 7 quarters since. The position peaked at $60.6K in Q4 2024. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

Halbert Hargrove Global Advisors held 750 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $39.3K as of Q2 2026.
Halbert Hargrove Global Advisors left its WisdomTree International Hedged Quality Dividend Growth Fund share count unchanged in Q2 2026.
WisdomTree International Hedged Quality Dividend Growth Fund made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #226 holding.
Halbert Hargrove Global Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2024 and has held it in 7 quarters since.
Halbert Hargrove Global Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $60.6K in Q4 2024.
237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.