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IHDG icon

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

Herold 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 		– Sell
-5,152
Closed -$248K – 279
2026
Q1 		$248K Sell
5,152
-241
-4% -$12K 0.05% 230
2025
Q4 		$262K Sell
5,393
-236
-4% -$11.2K 0.06% 221
2025
Q3 		$259K Sell
5,629
-591
-10% -$26.8K 0.06% 220
2025
Q2 		$280K Sell
6,220
-1,965
-24% -$86K 0.06% 255
2025
Q1 		$355K Buy
8,185
+788
+11% +$35.8K 0.08% 203
2024
Q4 		$322K Hold
7,397
– – 0.07% 214
2024
Q3 		$338K Sell
7,397
-321
-4% -$14.5K 0.07% 213
2024
Q2 		$352K Hold
7,718
– – 0.08% 207
2024
Q1 		$355K Sell
7,718
-4,745
-38% -$207K 0.09% 205
2023
Q4 		$523K Sell
12,463
-303
-2% -$12K 0.14% 154
2023
Q3 		$495K Sell
12,766
-3,689
-22% -$146K 0.15% 158
2023
Q2 		$661K Buy
16,455
+9,257
+129% +$371K 0.2% 130
2023
Q1 		$284K Buy
7,198
+672
+10% +$25.6K 0.1% 189
2022
Q4 		$233K Buy
+6,526
New +$247K 0.1% 186
2022
Q2 		– Sell
-3,942
Closed -$169K – 401
2022
Q1 		$169K Buy
+3,942
New +$169K 0.06% 218
2021
Q4 		– Sell
-3,942
Closed -$170K – 392
2021
Q3 		$170K Buy
+3,942
New +$179K 0.07% 218

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

Herold Advisors's IHDG Position: Q2 2026 in Review

Herold Advisors sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2026, closing a stake of 5,152 shares — an estimated $248K sold.

Herold Advisors first reported a position in IHDG in Q3 2021 and held it in 16 quarters. The position peaked at $661K in Q2 2023. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

  • Herold Advisors reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q2 2026 after selling out during the quarter.
  • Herold Advisors sold 5,152 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $248K.
  • Herold Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2021 and held it in 16 quarters.
  • Herold Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $661K in Q2 2023.
  • 237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.