MAI Capital Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

MAI Capital Management’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	$459K	Buy	8,769 +2,520	+40%	+$128K	﹤0.01%	1346
2026 Q1	$301K	Buy	6,249 +640	+11%	+$32K	﹤0.01%	1274
2025 Q4	$273K	Buy	5,609 +4,606	+459%	+$218K	﹤0.01%	1186
2025 Q3	$46.2K	Hold	1,003	–	–	﹤0.01%	1973
2025 Q2	$45.2K	Buy	1,003 +2	+0.2%	+$88	﹤0.01%	1910
2025 Q1	$43.5K	Hold	1,001	–	–	﹤0.01%	1818
2024 Q4	$43.5K	Buy	+1,001	New	+$44.6K	﹤0.01%	1849

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

MAI Capital Management's IHDG Position: Q2 2026 in Review

MAI Capital Management increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 40% in Q2 2026, buying an estimated $128K and bringing the position to 8,769 shares worth $459K. The position accounts for ﹤0.01% of the portfolio, ranked #1346.

MAI Capital Management first reported a position in IHDG in Q4 2024 and has held it in 7 quarters since. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

MAI Capital Management held 8,769 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $459K as of Q2 2026.
MAI Capital Management bought 2,520 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $128K.
WisdomTree International Hedged Quality Dividend Growth Fund made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1346 holding.
MAI Capital Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2024 and has held it in 7 quarters since.
237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.