U.S. Capital Wealth Advisors’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

U.S. Capital Wealth 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 Q1	$373K	Hold	7,750	–	–	0.01%	746
2025 Q4	$377K	Hold	7,750	–	–	0.01%	733
2025 Q3	$357K	Hold	7,750	–	–	0.01%	722
2025 Q2	$349K	Buy	7,750 +1,000	+15%	+$43.8K	0.01%	683
2025 Q1	$293K	Hold	6,750	–	–	0.01%	704
2024 Q4	$293K	Hold	6,750	–	–	0.01%	693
2024 Q3	$308K	Sell	6,750 -1,593	-19%	-$71.9K	0.01%	580
2024 Q2	$380K	Sell	8,343 -482	-5%	-$21.9K	0.01%	513
2024 Q1	$405K	Hold	8,825	–	–	0.02%	501
2023 Q4	$371K	Hold	8,825	–	–	0.01%	510
2023 Q3	$342K	Hold	8,825	–	–	0.02%	495
2023 Q2	$355K	Buy	8,825 +1,200	+16%	+$48.1K	0.02%	499
2023 Q1	$301K	Hold	7,625	–	–	0.01%	537
2022 Q4	$272K	Sell	7,625 -500	-6%	-$18.9K	0.01%	552
2022 Q3	$292K	Hold	8,125	–	–	0.01%	524
2022 Q2	$304K	Hold	8,125	–	–	0.01%	553
2022 Q1	$349K	Hold	8,125	–	–	0.01%	573
2021 Q4	$372K	Hold	8,125	–	–	0.01%	570
2021 Q3	$351K	Buy	+8,125	New	+$368K	0.02%	580

Other funds holding IHDG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

U.S. Capital Wealth Advisors's IHDG Position: Q1 2026 in Review

U.S. Capital Wealth Advisors held its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) position steady in Q1 2026 at 7,750 shares worth $373K. The position accounts for 0.01% of the portfolio, ranked #746.

U.S. Capital Wealth Advisors first reported a position in IHDG in Q3 2021 and has held it in 19 quarters since. The position peaked at $405K in Q1 2024. 249 funds tracked by Wall St. Rank hold IHDG as of Q1 2026.

U.S. Capital Wealth Advisors held 7,750 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $373K as of Q1 2026.
U.S. Capital Wealth Advisors left its WisdomTree International Hedged Quality Dividend Growth Fund share count unchanged in Q1 2026.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #746 holding.
U.S. Capital Wealth Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $405K in Q1 2024.
249 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.