ETF Holders

Who owns IHDG?

International

WisdomTree International Hedged Quality Dividend Growth Fund · WisdomTree

237 institutions reported holding IHDG, worth $1.6B, in Form 13F filings for June 30, 2026.

13F holders
237
Institutional value
$1.6B
Change from prior quarter
+2.7%
+$41.9M, with price moves
New and sold-out firms
23 / 29
77 added, 101 trimmed

Top 10 institutional holders of IHDG

FirmLocationValueSharesChange
Morgan StanleyNew York, NY$176.2M3,364,175−55,495 shares
LPL Financial LLCFort Mill, SC$166.7M3,182,488−592,060 shares
Bank of America Corp.Charlotte, NC$120.2M2,294,923−48,140 shares
Ameritas Advisory Services, LLCLincoln, NE$73.4M1,401,573+428,552 shares
Raymond James Financial Inc.St. Petersburg, FL$64.9M1,238,170−495,712 shares
Falcon Wealth PlanningOntario, CA$52.3M998,941+60,650 shares
AE Wealth Management LLCTopeka, KS$51.8M988,454+119,180 shares
Creative PlanningOverland Park, KS$49.3M941,951+19,828 shares
Stifel Financial Corp.St. Louis, MO$42.7M814,323+39,204 shares
Trilogy Capital Inc.Irvine, CA$41.1M784,789+11,813 shares
227 more firms

The full list comes with the Advisors and Institutions package.

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From 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.