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Independent Advisor Alliance’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Independent Advisor Alliance’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
-65,394
Closed -$3.15M – 1345
2026
Q1 		$3.15M Buy
+65,394
New +$3.26M 0.03% 428
2025
Q1 		– Sell
-58,439
Closed -$2.54M – 1077
2024
Q4 		$2.54M Buy
+58,439
New +$2.61M 0.03% 451

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

Independent Advisor Alliance's IHDG Position: Q2 2026 in Review

Independent Advisor Alliance sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2026, closing a stake of 65,394 shares — an estimated $3.15M sold.

Independent Advisor Alliance first reported a position in IHDG in Q4 2024 and held it in 2 quarters. The position peaked at $3.15M in Q1 2026. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

  • Independent Advisor Alliance reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 65,394 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $3.15M.
  • Independent Advisor Alliance first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $3.15M in Q1 2026.
  • 237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.