UBS Group
IHDG icon

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

UBS Group’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 		$37.9M Sell
724,245
-81,672
-10% -$4.15M ﹤0.01% 2024
2026
Q1 		$38.8M Sell
805,917
-44,535
-5% -$2.22M 0.01% 1896
2025
Q4 		$41.4M Sell
850,452
-112,197
-12% -$5.32M 0.01% 1820
2025
Q3 		$44.4M Sell
962,649
-141,593
-13% -$6.42M 0.01% 1757
2025
Q2 		$49.7M Sell
1,104,242
-107,066
-9% -$4.69M 0.01% 1530
2025
Q1 		$52.6M Sell
1,211,308
-231,203
-16% -$10.5M 0.01% 1437
2024
Q4 		$62.7M Buy
1,442,511
+50,893
+4% +$2.27M 0.01% 1257
2024
Q3 		$63.6M Buy
1,391,618
+27,829
+2% +$1.26M 0.01% 1001
2024
Q2 		$62.2M Buy
1,363,789
+67,149
+5% +$3.06M 0.02% 897
2024
Q1 		$59.6M Sell
1,296,640
-66,320
-5% -$2.9M 0.01% 930
2023
Q4 		$57.2M Buy
1,362,960
+145,545
+12% +$5.78M 0.02% 902
2023
Q3 		$47.2M Buy
1,217,415
+24,649
+2% +$975K 0.02% 892
2023
Q2 		$47.9M Buy
1,192,766
+448,280
+60% +$18M 0.02% 853
2023
Q1 		$29.3M Buy
744,486
+65,012
+10% +$2.48M 0.01% 1113
2022
Q4 		$24.2M Sell
679,474
-242,687
-26% -$9.19M 0.01% 1275
2022
Q3 		$33.1M Buy
922,161
+8,682
+1% +$336K 0.01% 943
2022
Q2 		$34.2M Sell
913,479
-12,797
-1% -$521K 0.01% 973
2022
Q1 		$39.8M Buy
926,276
+174,331
+23% +$7.48M 0.01% 977
2021
Q4 		$34.4M Buy
751,945
+49,185
+7% +$2.19M 0.01% 1199
2021
Q3 		$30.3M Sell
702,760
-598
-0.1% -$27.1K 0.01% 1171
2021
Q2 		$31M Sell
703,358
-14,135
-2% -$611K 0.01% 1144
2021
Q1 		$29.6M Sell
717,493
-99,262
-12% -$4.04M 0.01% 1165
2020
Q4 		$32.1M Sell
816,755
-44,326
-5% -$1.68M 0.01% 1041
2020
Q3 		$31.5M Sell
861,081
-39,448
-4% -$1.42M 0.01% 894
2020
Q2 		$31.6M Buy
900,529
+28,660
+3% +$958K 0.01% 815
2020
Q1 		$26.4M Sell
871,869
-72,968
-8% -$2.51M 0.01% 846
2019
Q4 		$34.3M Buy
944,837
+1,926
+0.2% +$67.2K 0.01% 1003
2019
Q3 		$31.7M Sell
942,911
-18,967
-2% -$627K 0.01% 935
2019
Q2 		$31.5M Sell
961,878
-153,864
-14% -$5.01M 0.01% 928
2019
Q1 		$35.9M Buy
1,115,742
+356,784
+47% +$10.9M 0.01% 810
2018
Q4 		$21.1M Sell
758,958
-167,103
-18% -$4.94M 0.01% 1050
2018
Q3 		$29.7M Buy
926,061
+310,988
+51% +$10M 0.01% 948
2018
Q2 		$19.6M Buy
615,073
+6,105
+1% +$195K 0.01% 1188
2018
Q1 		$18.8M Sell
608,968
-547
-0.1% -$17.1K 0.01% 1212
2017
Q4 		$19.3M Sell
609,515
-460,985
-43% -$14.5M 0.01% 1225
2017
Q3 		$32.8M Sell
1,070,500
-206,904
-16% -$6.2M 0.02% 828
2017
Q2 		$37.8M Sell
1,277,404
-279,683
-18% -$8.31M 0.02% 703
2017
Q1 		$44.3M Sell
1,557,087
-338,678
-18% -$9.31M 0.02% 595
2016
Q4 		$50M Buy
1,895,765
+223,783
+13% +$5.78M 0.03% 544
2016
Q3 		$44.1M Buy
1,671,982
+86,629
+5% +$2.28M 0.03% 568
2016
Q2 		$40.7M Buy
1,585,353
+36,297
+2% +$936K 0.03% 579
2016
Q1 		$39.7M Buy
1,549,056
+155,491
+11% +$3.91M 0.03% 545
2015
Q4 		$36.8M Buy
1,393,565
+491,303
+54% +$13M 0.02% 632
2015
Q3 		$22.5M Buy
902,262
+431,645
+92% +$11.3M 0.02% 828
2015
Q2 		$12.3M Buy
470,617
+328,721
+232% +$9.08M 0.01% 1316
2015
Q1 		$3.83M Buy
+141,896
New +$3.68M ﹤0.01% 2305

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

UBS Group's IHDG Position: Q2 2026 in Review

UBS Group reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 10% in Q2 2026, selling an estimated $4.15M and leaving 724,245 shares worth $37.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2024.

UBS Group first reported a position in IHDG in Q1 2015 and has held it in 46 quarters since. The position peaked at $63.6M in Q3 2024. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

  • UBS Group held 724,245 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $37.9M as of Q2 2026.
  • UBS Group sold 81,672 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $4.15M.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2024 holding.
  • UBS Group first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2015 and has held it in 46 quarters since.
  • UBS Group's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $63.6M in Q3 2024.
  • 237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

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