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NWAM LLC’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

NWAM LLC’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
Q1 		$1.1M Buy
22,886
+12
+0.1% +$599 0.06% 273
2025
Q4 		$1.15M Buy
22,874
+4,671
+26% +$222K 0.06% 255
2025
Q3 		$856K Sell
18,203
-235
-1% -$10.7K 0.05% 309
2025
Q2 		$822K Sell
18,438
-2,387
-11% -$105K 0.05% 306
2025
Q1 		$904K Buy
20,825
+3,343
+19% +$152K 0.08% 224
2024
Q4 		$760K Buy
17,482
+4,662
+36% +$208K 0.05% 306
2024
Q3 		$586K Buy
+12,820
New +$579K 0.04% 350

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
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return