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Steward Partners Investment Advisory’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Steward Partners Investment Advisory’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 		$562K Sell
10,724
-164,054
-94% -$8.33M ﹤0.01% 1627
2026
Q1 		$8.42M Buy
174,778
+9,103
+5% +$454K 0.04% 366
2025
Q4 		$8.06M Buy
165,675
+1,485
+0.9% +$70.4K 0.04% 350
2025
Q3 		$7.57M Buy
164,190
+7,006
+4% +$318K 0.04% 359
2025
Q2 		$7.08M Sell
157,184
-2,384
-1% -$104K 0.06% 337
2025
Q1 		$6.93M Sell
159,568
-159,394
-50% -$7.23M 0.06% 317
2024
Q4 		$13.9M Buy
318,962
+6,404
+2% +$286K 0.12% 162
2024
Q3 		$14.3M Buy
312,558
+15,093
+5% +$682K 0.13% 161
2024
Q2 		$13.6M Buy
297,465
+104,852
+54% +$4.77M 0.14% 149
2024
Q1 		$8.85M Sell
192,613
-13,983
-7% -$611K 0.1% 219
2023
Q4 		$8.67M Sell
206,596
-36,060
-15% -$1.43M 0.12% 181
2023
Q3 		$9.4M Buy
242,656
+7,044
+3% +$279K 0.14% 153
2023
Q2 		$9.46M Sell
235,612
-6,885
-3% -$276K 0.14% 155
2023
Q1 		$9.56M Buy
242,497
+54,088
+29% +$2.06M 0.15% 153
2022
Q4 		$6.71M Sell
188,409
-48,764
-21% -$1.85M 0.11% 199
2022
Q3 		$8.51M Sell
237,173
-22,203
-9% -$860K 0.16% 151
2022
Q2 		$9.71M Buy
259,376
+27,590
+12% +$1.12M 0.18% 133
2022
Q1 		$9.95M Buy
231,786
+25,517
+12% +$1.09M 0.15% 155
2021
Q4 		$9.44M Buy
206,269
+13,064
+7% +$583K 0.14% 162
2021
Q3 		$8.34M Sell
193,205
-254
-0.1% -$11.5K 0.14% 162
2021
Q2 		$8.54M Sell
193,459
-9,320
-5% -$403K 0.14% 154
2021
Q1 		$8.37M Buy
202,779
+19,932
+11% +$810K 0.15% 158
2020
Q4 		$7.19M Sell
182,847
-28,106
-13% -$1.06M 0.16% 145
2020
Q3 		$7.71M Sell
210,953
-4,469
-2% -$161K 0.19% 129
2020
Q2 		$7.56M Buy
215,422
+42,422
+25% +$1.42M 0.22% 120
2020
Q1 		$5.24M Buy
173,000
+30,413
+21% +$1.05M 0.19% 129
2019
Q4 		$5.18M Sell
142,587
-7,215
-5% -$252K 0.15% 148
2019
Q3 		$5.04M Buy
149,802
+132,095
+746% +$4.36M 0.17% 141
2019
Q2 		$579K Buy
17,707
+50
+0.3% +$1.63K 0.02% 519
2019
Q1 		$568K Sell
17,657
-900
-5% -$27.5K 0.02% 482
2018
Q4 		$516K Sell
18,557
-12,308
-40% -$364K 0.03% 480
2018
Q3 		$990K Sell
30,865
-297
-1% -$9.59K 0.05% 344
2018
Q2 		$991K Sell
31,162
-13,791
-31% -$439K 0.06% 303
2018
Q1 		$1.39M Buy
44,953
+24,615
+121% +$770K 0.1% 219
2017
Q4 		$644K Buy
20,338
+11,686
+135% +$367K 0.05% 314
2017
Q3 		$265K Buy
+8,652
New +$259K 0.03% 392

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

Steward Partners Investment Advisory's IHDG Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 94% in Q2 2026, selling an estimated $8.33M and leaving 10,724 shares worth $562K. The position accounts for ﹤0.01% of the portfolio, ranked #1627.

Steward Partners Investment Advisory first reported a position in IHDG in Q3 2017 and has held it in 36 quarters since. The position peaked at $14.3M in Q3 2024. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

  • Steward Partners Investment Advisory held 10,724 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $562K as of Q2 2026.
  • Steward Partners Investment Advisory sold 164,054 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $8.33M.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1627 holding.
  • Steward Partners Investment Advisory first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2017 and has held it in 36 quarters since.
  • Steward Partners Investment Advisory's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $14.3M in Q3 2024.
  • 237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.