IWC
IHDG icon

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
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

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return