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Solano Wealth Investment Advisors’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Solano Wealth Investment 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 		$11.9M Buy
226,834
+1,427
+0.6% +$72.4K 5.41% 9
2026
Q1 		$10.9M Buy
225,407
+4,765
+2% +$238K 5.41% 8
2025
Q4 		$10.7M Buy
220,642
+1,517
+0.7% +$71.9K 5.32% 9
2025
Q3 		$10.1M Buy
219,125
+10,425
+5% +$473K 4.87% 9
2025
Q2 		$9.4M Buy
208,700
+91,692
+78% +$4.01M 4.83% 9
2025
Q1 		$5.08M Sell
117,008
-1,937
-2% -$87.9K 3.14% 15
2024
Q4 		$5.17M Buy
+118,945
New +$5.31M 3.11% 15

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

Solano Wealth Investment Advisors's IHDG Position: Q2 2026 in Review

Solano Wealth Investment Advisors increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 0.63% in Q2 2026, buying an estimated $72.4K and bringing the position to 226,834 shares worth $11.9M. The position accounts for 5.41% of the portfolio, ranked #9.

Solano Wealth Investment Advisors first reported a position in IHDG in Q4 2024 and has held it in 7 quarters since. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

  • Solano Wealth Investment Advisors held 226,834 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $11.9M as of Q2 2026.
  • Solano Wealth Investment Advisors bought 1,427 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $72.4K.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 5.41% of Solano Wealth Investment Advisors's portfolio in Q2 2026, its #9 holding.
  • Solano Wealth Investment Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2024 and has held it in 7 quarters since.
  • 237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Solano Wealth Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.