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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
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

LPL Financial
LPL Financial San Diego, California $377B 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 $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

United Capital Financial Advisors's IHDG Position: Q1 2026 in Review

United Capital Financial Advisors increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 9.9% in Q1 2026, buying an estimated $579K and bringing the position to 128,363 shares worth $6.18M. The position accounts for 0.04% of the portfolio, ranked #323.

United Capital Financial Advisors first reported a position in IHDG in Q4 2018 and has held it in 30 quarters since. The position peaked at $14.2M in Q4 2021. 248 funds tracked by Wall St. Rank hold IHDG as of Q1 2026.

  • United Capital Financial Advisors held 128,363 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $6.18M as of Q1 2026.
  • United Capital Financial Advisors bought 11,601 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2026, an estimated $579K.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 0.04% of United Capital Financial Advisors's portfolio in Q1 2026, its #323 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 30 quarters since.
  • United Capital Financial Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $14.2M in Q4 2021.
  • 248 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.