UAG
IHDG icon

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
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 0.17% 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

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return