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 Q3	$3.44M	Sell	66,743 -5,781	-8%	-$305K	0.86%	29
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

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Marietta Wealth Management Marietta, Georgia $945M AUM 19.14% 1-Year Est. Return

Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return

Prism Advisors's IHDG Position: Q3 2026 in Review

Prism Advisors reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 8% in Q3 2026, selling an estimated $305K and leaving 66,743 shares worth $3.44M. The position accounts for 0.86% of the portfolio, ranked #29.

Prism Advisors first reported a position in IHDG in Q3 2023 and has held it in 13 quarters since. The position peaked at $26.6M in Q3 2024. 70 funds tracked by Wall St. Rank hold IHDG as of Q3 2026.

Prism Advisors held 66,743 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $3.44M as of Q3 2026.
Prism Advisors sold 5,781 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2026, an estimated $305K.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.86% of Prism Advisors's portfolio in Q3 2026, its #29 holding.
Prism Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2023 and has held it in 13 quarters since.
Prism Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $26.6M in Q3 2024.
70 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2026.

Based on Prism Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.