Valley National Advisers’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Valley National Advisers’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	$1.76M	Buy	33,635 +2,205	+7%	+$112K	0.2%	98
2026 Q1	$1.51M	Buy	31,430 +105	+0.3%	+$5.24K	0.2%	107
2025 Q4	$1.52M	Buy	31,325 +811	+3%	+$38.5K	0.21%	109
2025 Q3	$1.41M	Sell	30,514 -87	-0.3%	-$3.94K	0.22%	108
2025 Q2	$1.38M	Buy	30,601 +619	+2%	+$27.1K	0.22%	107
2025 Q1	$1.3M	Buy	29,982 +2,734	+10%	+$124K	0.23%	109
2024 Q4	$1.18M	Sell	27,248 -63	-0.2%	-$2.81K	0.21%	109
2024 Q3	$1.25M	Sell	27,311 -9,483	-26%	-$428K	0.23%	117
2024 Q2	$1.68M	Buy	36,794 +4,198	+13%	+$191K	0.25%	87
2024 Q1	$1.5M	Buy	32,596 +5,536	+20%	+$242K	0.23%	87
2023 Q4	$1.14M	Buy	27,060 +20,348	+303%	+$807K	0.18%	104
2023 Q3	$260K	Sell	6,712 -420	-6%	-$16.6K	0.05%	217
2023 Q2	$287K	Sell	7,132 -222	-3%	-$8.89K	0.05%	216
2023 Q1	$297K	Sell	7,354 -2,592	-26%	-$98.8K	0.05%	212
2022 Q4	$375K	Sell	9,946 -6,644	-40%	-$252K	0.07%	196
2022 Q3	$615K	Buy	16,590 +1,262	+8%	+$48.9K	0.13%	139
2022 Q2	$586K	Buy	15,328 +1,043	+7%	+$42.5K	0.12%	145
2022 Q1	$613K	Sell	14,285 -4,090	-22%	-$175K	0.12%	155
2021 Q4	$841K	Sell	18,375 -614	-3%	-$27.4K	0.16%	127
2021 Q3	$820K	Sell	18,989 -904	-5%	-$41K	0.15%	126
2021 Q2	$878K	Sell	19,893 -217	-1%	-$9.37K	0.16%	122
2021 Q1	$830K	Sell	20,110 -348	-2%	-$14.1K	0.16%	120
2020 Q4	$804K	Sell	20,458 -1,261	-6%	-$47.7K	0.17%	114
2020 Q3	$794K	Sell	21,719 -1,313	-6%	-$47.3K	0.18%	90
2020 Q2	$808K	Sell	23,032 -2,355	-9%	-$78.7K	0.19%	83
2020 Q1	$769K	Sell	25,387 -34,528	-58%	-$1.19M	0.21%	85
2019 Q4	$2.18M	Sell	59,915 -1,069	-2%	-$37.3K	0.54%	42
2019 Q3	$2.05M	Sell	60,984 -3,037	-5%	-$100K	0.56%	40
2019 Q2	$2.1M	Sell	64,021 -4,198	-6%	-$137K	0.58%	41
2019 Q1	$2.2M	Sell	68,219 -2,981	-4%	-$91.1K	0.63%	39
2018 Q4	$1.98M	Sell	71,200 -3,439	-5%	-$102K	0.64%	40
2018 Q3	$2.4M	Sell	74,639 -2,813	-4%	-$90.9K	0.83%	34
2018 Q2	$2.46M	Sell	77,452 -6,677	-8%	-$213K	0.94%	31
2018 Q1	$2.6M	Sell	84,129 -12,250	-13%	-$383K	0.97%	27
2017 Q4	$3.05M	Buy	96,379 +3,587	+4%	+$113K	1.06%	21
2017 Q3	$2.85M	Sell	92,792 -1,702	-2%	-$51K	0.97%	17
2017 Q2	$2.8M	Sell	94,494 -2,076	-2%	-$61.7K	1%	18
2017 Q1	$2.75M	Sell	96,570 -21,097	-18%	-$580K	1.04%	19
2016 Q4	$3.1M	Sell	117,667 -30,108	-20%	-$777K	1.42%	18
2016 Q3	$3.9M	Sell	147,775 -18,362	-11%	-$483K	2.01%	12
2016 Q2	$4.26M	Buy	166,137 +7,624	+5%	+$197K	2.22%	8
2016 Q1	$4.06M	Buy	158,513 +4,760	+3%	+$120K	2.18%	8
2015 Q4	$4.06M	Buy	153,753 +74,460	+94%	+$1.97M	2.39%	8
2015 Q3	$1.97M	Buy	79,293 +5,508	+7%	+$144K	1.2%	21
2015 Q2	$1.93M	Buy	73,785 +71,045	+2,593%	+$1.96M	1.09%	24
2015 Q1	$74K	Buy	+2,740	New	+$71.1K	0.04%	197

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

Valley National Advisers's IHDG Position: Q2 2026 in Review

Valley National Advisers increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 7% in Q2 2026, buying an estimated $112K and bringing the position to 33,635 shares worth $1.76M. The position accounts for 0.2% of the portfolio, ranked #98.

Valley National Advisers first reported a position in IHDG in Q1 2015 and has held it in 46 quarters since. The position peaked at $4.26M in Q2 2016. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

Valley National Advisers held 33,635 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $1.76M as of Q2 2026.
Valley National Advisers bought 2,205 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $112K.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.2% of Valley National Advisers's portfolio in Q2 2026, its #98 holding.
Valley National Advisers first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2015 and has held it in 46 quarters since.
Valley National Advisers's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $4.26M in Q2 2016.
237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.