UBS AM’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

UBS AM’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	$133K	Sell	2,540 -439	-15%	-$22.3K	﹤0.01%	2789
2026 Q1	$143K	Buy	2,979 +1,148	+63%	+$57.3K	﹤0.01%	2792
2025 Q4	$89.1K	Buy	+1,831	New	+$86.8K	﹤0.01%	2543
2019 Q4	–	Sell	-31,130	Closed	-$1.05M	–	2669
2019 Q3	$1.05M	Hold	31,130	–	–	﹤0.01%	1923
2019 Q2	$1.02M	Hold	31,130	–	–	﹤0.01%	1875
2019 Q1	$1M	Hold	31,130	–	–	﹤0.01%	1822
2018 Q4	$866K	Sell	31,130 -10,797	-26%	-$319K	﹤0.01%	1810
2018 Q3	$1.35M	Hold	41,927	–	–	﹤0.01%	1681
2018 Q2	$1.33M	Sell	41,927 -3,802	-8%	-$121K	﹤0.01%	1700
2018 Q1	$1.41M	Buy	+45,729	New	+$1.43M	﹤0.01%	1635

Other funds holding IHDG

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

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

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

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

UBS AM's IHDG Position: Q2 2026 in Review

UBS AM reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 15% in Q2 2026, selling an estimated $22.3K and leaving 2,540 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #2789.

UBS AM first reported a position in IHDG in Q1 2018 and has held it in 10 quarters since. The position peaked at $1.41M in Q1 2018. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

UBS AM held 2,540 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $133K as of Q2 2026.
UBS AM sold 439 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $22.3K.
WisdomTree International Hedged Quality Dividend Growth Fund made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2789 holding.
UBS AM first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2018 and has held it in 10 quarters since.
UBS AM's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $1.41M in Q1 2018.
237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.