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Mutual Advisors’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Mutual Advisors’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 		$2.71M Sell
51,713
-516
-1% -$26.2K 0.05% 346
2026
Q1 		$2.51M Sell
52,229
-158
-0.3% -$7.89K 0.05% 329
2025
Q4 		$2.55M Sell
52,387
-226
-0.4% -$10.7K 0.05% 306
2025
Q3 		$2.48M Sell
52,613
-542
-1% -$24.6K 0.05% 308
2025
Q2 		$2.44M Buy
53,155
+142
+0.3% +$6.22K 0.06% 275
2025
Q1 		$2.28M Buy
53,013
+31
+0.1% +$1.41K 0.07% 261
2024
Q4 		$2.35M Buy
52,982
+216
+0.4% +$9.63K 0.07% 249
2024
Q3 		$2.37M Buy
52,766
+594
+1% +$26.8K 0.07% 244
2024
Q2 		$2.35M Buy
52,172
+1,358
+3% +$61.8K 0.07% 244
2024
Q1 		$2.33M Buy
50,814
+1,009
+2% +$44.1K 0.07% 242
2023
Q4 		$2.09M Buy
49,805
+528
+1% +$21K 0.07% 255
2023
Q3 		$1.91M Buy
49,277
+443
+0.9% +$17.5K 0.07% 258
2023
Q2 		$1.96M Buy
48,834
+1,011
+2% +$40.5K 0.07% 256
2023
Q1 		$1.89M Sell
47,823
-157
-0.3% -$5.99K 0.08% 259
2022
Q4 		$1.71M Buy
47,980
+582
+1% +$22K 0.08% 260
2022
Q3 		$1.7M Buy
47,398
+1,565
+3% +$60.6K 0.09% 223
2022
Q2 		$1.72M Sell
45,833
-1,132
-2% -$46.1K 0.11% 203
2022
Q1 		$2.02M Buy
46,965
+565
+1% +$24.2K 0.11% 210
2021
Q4 		$2.12M Buy
46,400
+492
+1% +$22K 0.11% 218
2021
Q3 		$1.98M Buy
45,908
+2,345
+5% +$106K 0.12% 218
2021
Q2 		$1.92M Buy
43,563
+3,370
+8% +$146K 0.11% 230
2021
Q1 		$1.66M Buy
40,193
+1,069
+3% +$43.5K 0.11% 228
2020
Q4 		$1.54M Buy
39,124
+2,382
+6% +$90.2K 0.11% 214
2020
Q3 		$1.34M Buy
36,742
+8,877
+32% +$320K 0.12% 195
2020
Q2 		$978K Buy
27,865
+12,791
+85% +$428K 0.1% 232
2020
Q1 		$456K Buy
15,074
+2,010
+15% +$69.1K 0.06% 304
2019
Q4 		$475K Buy
13,064
+7,113
+120% +$248K 0.05% 351
2019
Q3 		$200K Buy
+5,951
New +$197K 0.03% 508

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

Mutual Advisors's IHDG Position: Q2 2026 in Review

Mutual Advisors reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 0.99% in Q2 2026, selling an estimated $26.2K and leaving 51,713 shares worth $2.71M. The position accounts for 0.05% of the portfolio, ranked #346.

Mutual Advisors first reported a position in IHDG in Q3 2019 and has held it in 28 quarters since. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

  • Mutual Advisors held 51,713 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $2.71M as of Q2 2026.
  • Mutual Advisors sold 516 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $26.2K.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 0.05% of Mutual Advisors's portfolio in Q2 2026, its #346 holding.
  • Mutual Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2019 and has held it in 28 quarters since.
  • 237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.