Who owns IHDG?
WisdomTree International Hedged Quality Dividend Growth Fund · WisdomTree
237 institutions reported holding IHDG, worth $1.6B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IHDG
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $176.2M | 3,364,175 | −55,495 shares |
| LPL Financial LLC | Fort Mill, SC | $166.7M | 3,182,488 | −592,060 shares |
| Bank of America Corp. | Charlotte, NC | $120.2M | 2,294,923 | −48,140 shares |
| Ameritas Advisory Services, LLC | Lincoln, NE | $73.4M | 1,401,573 | +428,552 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $64.9M | 1,238,170 | −495,712 shares |
| Falcon Wealth Planning | Ontario, CA | $52.3M | 998,941 | +60,650 shares |
| AE Wealth Management LLC | Topeka, KS | $51.8M | 988,454 | +119,180 shares |
| Creative Planning | Overland Park, KS | $49.3M | 941,951 | +19,828 shares |
| Stifel Financial Corp. | St. Louis, MO | $42.7M | 814,323 | +39,204 shares |
| Trilogy Capital Inc. | Irvine, CA | $41.1M | 784,789 | +11,813 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IHDG?
237 institutional managers reported holding IHDG in Form 13F filings for June 30, 2026, worth $1.6B in total. The largest reported position was held by Morgan Stanley, at $176.2M.
Did institutions buy or sell IHDG last quarter?
Reported 13F value rose 2.7% from March 31, 2026, which includes price moves as well as buying and selling. 23 firms reported a new position and 29 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IHDG ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.