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United Capital Financial Advisors’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

United Capital Financial 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
Q2 		$6.71M Buy
128,507
+144
+0.1% +$7.31K 0.04% 317
2026
Q1 		$6.18M Buy
128,363
+11,601
+10% +$579K 0.04% 323
2025
Q4 		$5.68M Sell
116,762
-1,345
-1% -$63.8K 0.03% 331
2025
Q3 		$5.44M Sell
118,107
-1,399
-1% -$63.4K 0.04% 293
2025
Q2 		$5.38M Sell
119,506
-21,246
-15% -$930K 0.04% 271
2025
Q1 		$6.11M Sell
140,752
-1,505
-1% -$68.3K 0.05% 247
2024
Q4 		$6.18M Sell
142,257
-610
-0.4% -$27.2K 0.05% 231
2024
Q3 		$6.53M Sell
142,867
-376
-0.3% -$17K 0.05% 224
2024
Q2 		$6.53M Sell
143,243
-3,818
-3% -$174K 0.06% 223
2024
Q1 		$6.76M Sell
147,061
-200
-0.1% -$8.74K 0.06% 226
2023
Q4 		$6.18M Sell
147,261
-518
-0.4% -$20.6K 0.05% 262
2023
Q3 		$5.72M Sell
147,779
-6,416
-4% -$254K 0.04% 283
2023
Q2 		$6.19M Sell
154,195
-55,917
-27% -$2.24M 0.03% 287
2023
Q1 		$8.28M Sell
210,112
-18,247
-8% -$696K 0.05% 263
2022
Q4 		$8.14M Sell
228,359
-22,526
-9% -$853K 0.05% 273
2022
Q3 		$9M Sell
250,885
-56,433
-18% -$2.19M 0.05% 255
2022
Q2 		$11.5M Sell
307,318
-6,569
-2% -$267K 0.06% 241
2022
Q1 		$13.5M Buy
313,887
+4,154
+1% +$178K 0.07% 242
2021
Q4 		$14.2M Buy
309,733
+7,929
+3% +$354K 0.07% 243
2021
Q3 		$13M Sell
301,804
-13,904
-4% -$630K 0.07% 248
2021
Q2 		$13.9M Sell
315,708
-9,264
-3% -$400K 0.07% 241
2021
Q1 		$13.4M Sell
324,972
-9,346
-3% -$380K 0.07% 229
2020
Q4 		$13.1M Buy
334,318
+3,596
+1% +$136K 0.08% 229
2020
Q3 		$12.1M Buy
330,722
+15,287
+5% +$550K 0.08% 225
2020
Q2 		$11.1M Sell
315,435
-1,008
-0.3% -$33.7K 0.08% 236
2020
Q1 		$9.58M Buy
316,443
+144,366
+84% +$4.96M 0.08% 243
2019
Q4 		$6.25M Buy
172,077
+44,821
+35% +$1.56M 0.04% 384
2019
Q3 		$4.28M Buy
127,256
+18,616
+17% +$615K 0.03% 445
2019
Q2 		$3.56M Sell
108,640
-700
-0.6% -$22.8K 0.02% 483
2019
Q1 		$3.52M Sell
109,340
-25,751
-19% -$787K 0.02% 475
2018
Q4 		$3.76M Buy
+135,091
New +$3.99M 0.03% 429

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

United Capital Financial Advisors's IHDG Position: Q2 2026 in Review

United Capital Financial Advisors increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 0.11% in Q2 2026, buying an estimated $7.31K and bringing the position to 128,507 shares worth $6.71M. The position accounts for 0.04% of the portfolio, ranked #317.

United Capital Financial Advisors first reported a position in IHDG in Q4 2018 and has held it in 31 quarters since. The position peaked at $14.2M in Q4 2021. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

  • United Capital Financial Advisors held 128,507 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $6.71M as of Q2 2026.
  • United Capital Financial Advisors bought 144 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $7.31K.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 0.04% of United Capital Financial Advisors's portfolio in Q2 2026, its #317 holding.
  • United Capital Financial Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2018 and has held it in 31 quarters since.
  • United Capital Financial Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $14.2M in Q4 2021.
  • 237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.