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

United Advisor 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	$1.31M	Sell	24,993 -1,385	-5%	-$70.3K	0.14%	173
2026 Q1	$1.27M	Sell	26,378 -74	-0.3%	-$3.69K	0.16%	158
2025 Q4	$1.29M	Sell	26,452 -1,851	-7%	-$87.8K	0.16%	152
2025 Q3	$1.3M	Sell	28,303 -31,484	-53%	-$1.43M	0.18%	134
2025 Q2	$2.69M	Buy	59,787 +1,028	+2%	+$45K	0.47%	60
2025 Q1	$2.55M	Buy	58,759 +3,841	+7%	+$174K	0.52%	49
2024 Q4	$2.39M	Sell	54,918 -3,990	-7%	-$178K	0.47%	53
2024 Q3	$2.69M	Buy	58,908 +10,592	+22%	+$478K	0.61%	41
2024 Q2	$2.2M	Buy	48,316 +6,521	+16%	+$297K	0.68%	37
2024 Q1	$1.92M	Buy	+41,795	New	+$1.83M	0.72%	38

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

United Advisor Group's IHDG Position: Q2 2026 in Review

United Advisor Group reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 5.3% in Q2 2026, selling an estimated $70.3K and leaving 24,993 shares worth $1.31M. The position accounts for 0.14% of the portfolio, ranked #173.

United Advisor Group first reported a position in IHDG in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.69M in Q2 2025. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

United Advisor Group held 24,993 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $1.31M as of Q2 2026.
United Advisor Group sold 1,385 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $70.3K.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.14% of United Advisor Group's portfolio in Q2 2026, its #173 holding.
United Advisor Group first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2024 and has held it in 10 quarters since.
United Advisor Group's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $2.69M in Q2 2025.
237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.