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

Prism 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 		$3.8M Sell
72,524
-910
-1% -$46.2K 0.92% 28
2026
Q1 		$3.54M Sell
73,434
-1,313
-2% -$65.5K 0.94% 28
2025
Q4 		$3.64M Sell
74,747
-11,907
-14% -$565K 0.97% 27
2025
Q3 		$3.99M Sell
86,654
-387,709
-82% -$17.6M 1.08% 30
2025
Q2 		$21.4M Sell
474,363
-81,116
-15% -$3.55M 6.09% 1
2025
Q1 		$24.1M Sell
555,479
-10,132
-2% -$460K 7.42% 1
2024
Q4 		$24.6M Sell
565,611
-17,079
-3% -$762K 7.37% 1
2024
Q3 		$26.6M Buy
582,690
+9,489
+2% +$429K 7.62% 1
2024
Q2 		$26.1M Sell
573,201
-86
-0% -$3.92K 7.92% 1
2024
Q1 		$26.3M Buy
573,287
+49,053
+9% +$2.14M 7.91% 1
2023
Q4 		$22M Buy
524,234
+36,916
+8% +$1.46M 7.09% 3
2023
Q3 		$18.9M Buy
+487,318
New +$19.3M 6.61% 4

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

Prism Advisors's IHDG Position: Q2 2026 in Review

Prism Advisors reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 1.2% in Q2 2026, selling an estimated $46.2K and leaving 72,524 shares worth $3.8M. The position accounts for 0.92% of the portfolio, ranked #28.

Prism Advisors first reported a position in IHDG in Q3 2023 and has held it in 12 quarters since. The position peaked at $26.6M in Q3 2024. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

  • Prism Advisors held 72,524 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $3.8M as of Q2 2026.
  • Prism Advisors sold 910 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $46.2K.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 0.92% of Prism Advisors's portfolio in Q2 2026, its #28 holding.
  • Prism Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2023 and has held it in 12 quarters since.
  • Prism Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $26.6M in Q3 2024.
  • 237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Prism Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.