Integrated Wealth Concepts’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Integrated Wealth Concepts’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	$845K	Buy	+16,133	New	+$819K	0.01%	1326
2025 Q2	–	Sell	-29,826	Closed	-$1.29M	–	1945
2025 Q1	$1.29M	Buy	29,826 +1,263	+4%	+$57.3K	0.02%	716
2024 Q4	$1.24M	Buy	28,563 +856	+3%	+$38.2K	0.01%	732
2024 Q3	$1.27M	Buy	27,707 +1,226	+5%	+$55.4K	0.02%	712
2024 Q2	$1.21M	Buy	26,481 +1,557	+6%	+$70.9K	0.02%	677
2024 Q1	$1.15M	Sell	24,924 -1,160	-4%	-$50.7K	0.02%	699
2023 Q4	$1.1M	Buy	26,084 +996	+4%	+$39.5K	0.02%	695
2023 Q3	$972K	Buy	25,088 +1,202	+5%	+$47.5K	0.02%	703
2023 Q2	$960K	Buy	+23,886	New	+$957K	0.02%	701

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

Integrated Wealth Concepts's IHDG Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2026: 16,133 shares worth $845K. The stake represents 0.01% of the portfolio and ranks #1326 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in IHDG as recently as Q1 2025.

Integrated Wealth Concepts first reported a position in IHDG in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.29M in Q1 2025. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

Integrated Wealth Concepts held 16,133 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $845K as of Q2 2026.
WisdomTree International Hedged Quality Dividend Growth Fund was a new Integrated Wealth Concepts position in Q2 2026.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1326 holding.
Integrated Wealth Concepts first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2023 and has held it in 9 quarters since.
Integrated Wealth Concepts's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $1.29M in Q1 2025.
237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.