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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
Q2 		$1.21M Buy
23,058
+172
+0.8% +$8.73K 0.06% 300
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

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

NWAM LLC's IHDG Position: Q2 2026 in Review

NWAM LLC increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 0.75% in Q2 2026, buying an estimated $8.73K and bringing the position to 23,058 shares worth $1.21M. The position accounts for 0.06% of the portfolio, ranked #300.

NWAM LLC first reported a position in IHDG in Q3 2024 and has held it in 8 quarters since. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

  • NWAM LLC held 23,058 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $1.21M as of Q2 2026.
  • NWAM LLC bought 172 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $8.73K.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 0.06% of NWAM LLC's portfolio in Q2 2026, its #300 holding.
  • NWAM LLC first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2024 and has held it in 8 quarters since.
  • 237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.