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IHDG icon

Sowell Financial Services’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Sowell Financial Services’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 		$1.65M Sell
31,491
-3
-0% -$152 0.05% 354
2026
Q1 		$1.52M Buy
31,494
+4,532
+17% +$226K 0.06% 359
2025
Q4 		$1.31M Buy
26,962
+3,840
+17% +$182K 0.05% 371
2025
Q3 		$1.07M Buy
23,122
+4,504
+24% +$204K 0.04% 406
2025
Q2 		$839K Buy
18,618
+2,203
+13% +$96.5K 0.03% 461
2025
Q1 		$712K Buy
16,415
+5,006
+44% +$227K 0.03% 491
2024
Q4 		$496K Sell
11,409
-65,814
-85% -$2.94M 0.03% 410
2024
Q3 		$3.53M Buy
77,223
+8,675
+13% +$392K 0.16% 139
2024
Q2 		$3.13M Sell
68,548
-9,952
-13% -$453K 0.15% 153
2024
Q1 		$3.61M Sell
78,500
-5,121
-6% -$224K 0.17% 140
2023
Q4 		$3.51M Sell
83,621
-4,002
-5% -$159K 0.19% 136
2023
Q3 		$3.4M Sell
87,623
-10,385
-11% -$411K 0.21% 124
2023
Q2 		$3.94M Buy
+98,008
New +$3.93M 0.22% 109
2023
Q1 		– Sell
-121,743
Closed -$4.34M – 798
2022
Q4 		$4.34M Buy
+121,743
New +$4.61M 0.28% 89
2022
Q1 		– Sell
-12,821
Closed -$587K – 321
2021
Q4 		$587K Buy
12,821
+2,661
+26% +$119K 0.03% 414
2021
Q3 		$439K Buy
+10,160
New +$460K 0.03% 413
2021
Q2 		– Sell
-8,146
Closed -$352K – 1557
2021
Q1 		$352K Buy
8,146
+1,879
+30% +$76.4K 0.01% 774
2020
Q4 		$246K Buy
6,267
+1,512
+32% +$57.2K 0.01% 766
2020
Q3 		$174K Buy
4,755
+2
+0% +$72 0.01% 778
2020
Q2 		$167K Buy
4,753
+1,852
+64% +$61.9K 0.01% 789
2020
Q1 		$88K Buy
2,901
+1,095
+61% +$37.7K 0.01% 887
2019
Q4 		$66K Buy
1,806
+1,629
+920% +$56.8K 0.01% 1054
2019
Q3 		$6K Buy
+177
New +$5.85K ﹤0.01% 1690
2017
Q1 		– Sell
-98
Closed -$3K – 406
2016
Q4 		$3K Buy
+98
New +$2.53K ﹤0.01% 565

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

Sowell Financial Services's IHDG Position: Q2 2026 in Review

Sowell Financial Services reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 0.01% in Q2 2026, selling an estimated $152 and leaving 31,491 shares worth $1.65M. The position accounts for 0.05% of the portfolio, ranked #354.

Sowell Financial Services first reported a position in IHDG in Q4 2016 and has held it in 24 quarters since. The position peaked at $4.34M in Q4 2022. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

  • Sowell Financial Services held 31,491 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $1.65M as of Q2 2026.
  • Sowell Financial Services sold 3 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $152.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 0.05% of Sowell Financial Services's portfolio in Q2 2026, its #354 holding.
  • Sowell Financial Services first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2016 and has held it in 24 quarters since.
  • Sowell Financial Services's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $4.34M in Q4 2022.
  • 237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.