LPL Financial
IHDG icon

LPL Financial’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

LPL Financial’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 		$167M Sell
3,182,488
-592,060
-16% -$30.1M 0.04% 454
2026
Q1 		$182M Sell
3,774,548
-470,089
-11% -$23.5M 0.05% 367
2025
Q4 		$207M Sell
4,244,637
-286,180
-6% -$13.6M 0.06% 319
2025
Q3 		$209M Sell
4,530,817
-700,527
-13% -$31.8M 0.06% 298
2025
Q2 		$236M Sell
5,231,344
-752,615
-13% -$33M 0.08% 247
2025
Q1 		$260M Buy
5,983,959
+160,203
+3% +$7.27M 0.1% 189
2024
Q4 		$253M Buy
5,823,756
+756,603
+15% +$33.7M 0.1% 181
2024
Q3 		$232M Sell
5,067,153
-262,257
-5% -$11.8M 0.1% 174
2024
Q2 		$243M Buy
5,329,410
+1,709,809
+47% +$77.8M 0.12% 150
2024
Q1 		$166M Buy
3,619,601
+623,249
+21% +$27.2M 0.09% 197
2023
Q4 		$126M Buy
2,996,352
+277,955
+10% +$11M 0.08% 230
2023
Q3 		$105M Buy
2,718,397
+588,654
+28% +$23.3M 0.07% 240
2023
Q2 		$85.6M Buy
2,129,743
+811,491
+62% +$32.5M 0.06% 285
2023
Q1 		$52M Buy
1,318,252
+311,517
+31% +$11.9M 0.04% 403
2022
Q4 		$35.9M Buy
1,006,735
+288,223
+40% +$10.9M 0.03% 484
2022
Q3 		$25.8M Buy
718,512
+29,069
+4% +$1.13M 0.02% 533
2022
Q2 		$25.8M Buy
689,443
+101,549
+17% +$4.13M 0.02% 545
2022
Q1 		$25.2M Buy
587,894
+137,450
+31% +$5.89M 0.02% 579
2021
Q4 		$20.6M Sell
450,444
-384
-0.1% -$17.1K 0.02% 659
2021
Q3 		$19.5M Buy
450,828
+39,744
+10% +$1.8M 0.02% 638
2021
Q2 		$18.1M Buy
411,084
+45,015
+12% +$1.94M 0.02% 630
2021
Q1 		$15.1M Buy
366,069
+30,602
+9% +$1.24M 0.02% 644
2020
Q4 		$13.2M Buy
335,467
+69,621
+26% +$2.64M 0.02% 620
2020
Q3 		$9.72M Buy
265,846
+83,367
+46% +$3M 0.02% 657
2020
Q2 		$6.4M Buy
182,479
+38,339
+27% +$1.28M 0.01% 758
2020
Q1 		$4.36M Sell
144,140
-41,932
-23% -$1.44M 0.01% 800
2019
Q4 		$6.76M Buy
186,072
+11,309
+6% +$394K 0.01% 721
2019
Q3 		$5.88M Buy
174,763
+37,979
+28% +$1.25M 0.01% 737
2019
Q2 		$4.48M Buy
136,784
+55,728
+69% +$1.82M 0.01% 834
2019
Q1 		$2.61M Sell
81,056
-5,529
-6% -$169K 0.01% 1047
2018
Q4 		$2.41M Sell
86,585
-76,570
-47% -$2.26M 0.01% 982
2018
Q3 		$5.24M Sell
163,155
-1,938
-1% -$62.6K 0.01% 713
2018
Q2 		$5.25M Buy
165,093
+352
+0.2% +$11.2K 0.01% 695
2018
Q1 		$5.09M Buy
164,741
+71,480
+77% +$2.24M 0.01% 693
2017
Q4 		$2.96M Buy
93,261
+21,287
+30% +$668K 0.01% 865
2017
Q3 		$2.21M Buy
71,974
+25,930
+56% +$777K 0.01% 929
2017
Q2 		$1.36M Buy
46,044
+5,887
+15% +$175K 0.01% 1173
2017
Q1 		$1.14M Sell
40,157
-1,858
-4% -$51.1K 0.01% 1173
2016
Q4 		$1.11M Sell
42,015
-17,060
-29% -$440K 0.01% 1141
2016
Q3 		$1.56M Sell
59,075
-15,178
-20% -$399K 0.01% 899
2016
Q2 		$1.87M Sell
74,253
-87,053
-54% -$2.24M 0.02% 799
2016
Q1 		$4.06M Sell
161,306
-101,072
-39% -$2.54M 0.01% 815
2015
Q4 		$6.82M Buy
262,378
+175,393
+202% +$4.65M 0.02% 577
2015
Q3 		$2.24M Buy
86,985
+9,544
+12% +$249K 0.01% 795
2015
Q2 		$2.02M Buy
77,441
+59,793
+339% +$1.65M 0.01% 902
2015
Q1 		$479K Buy
+17,648
New +$458K ﹤0.01% 1873

Other funds holding IHDG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial's IHDG Position: Q2 2026 in Review

LPL Financial reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 16% in Q2 2026, selling an estimated $30.1M and leaving 3,182,488 shares worth $167M. The position accounts for 0.04% of the portfolio, ranked #454.

LPL Financial first reported a position in IHDG in Q1 2015 and has held it in 46 quarters since. The position peaked at $260M in Q1 2025. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

  • LPL Financial held 3,182,488 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $167M as of Q2 2026.
  • LPL Financial sold 592,060 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $30.1M.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 0.04% of LPL Financial's portfolio in Q2 2026, its #454 holding.
  • LPL Financial first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2015 and has held it in 46 quarters since.
  • LPL Financial's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $260M in Q1 2025.
  • 237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.