Who owns WisdomTree International Hedged Quality Dividend Growth Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IHDG from SEC Form 13F filings across 236 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 236 institutions disclosed 30.7M shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $1.61B — about 73.8% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
236
13F holders
$1.61B
value, 2026 filers
73.8%
of shares outstanding (30.7M sh)
24
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IHDG's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3.4M | $176.2M | 0.0% | 8.1% | -1.6% |
| 2 | LPL Financial LLC | 3.2M | $166.7M | 0.0% | 7.7% | -15.7% |
| 3 | BANK OF AMERICA CORP /DE/ | 2.3M | $120.2M | 0.0% | 5.5% | -2.1% |
| 4 | Ameritas Advisory Services, LLC | 1.4M | $73.4M | 1.5% | 3.4% | +44.0% |
| 5 | RAYMOND JAMES FINANCIAL INC | 1.2M | $64.9M | 0.0% | 3% | -28.6% |
| 6 | Falcon Wealth Planning | 998,941 | $52.3M | 3.3% | 2.4% | +6.5% |
| 7 | AE Wealth Management LLC | 988,454 | $51.8M | 0.2% | 2.4% | +13.7% |
| 8 | Creative Planning | 941,951 | $49.3M | 0.0% | 2.3% | +2.2% |
| 9 | STIFEL FINANCIAL CORP | 814,323 | $42.7M | 0.0% | 2% | +5.1% |
| 10 | Trilogy Capital Inc. | 784,789 | $41.1M | 1.6% | 1.9% | +1.5% |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 773,171 | $40.5M | 0.0% | 1.9% | +1.2% |
| 12 | UBS Group AG | 724,245 | $37.9M | 0.0% | 1.7% | -10.1% |
| 13 | AMERIPRISE FINANCIAL INC | 586,023 | $30.7M | 0.0% | 1.4% | -9.3% |
| 14 | OSAIC HOLDINGS, INC. | 485,942 | $25.5M | 0.0% | 1.2% | +29.5% |
| 15 | CAPITAL WEALTH MANAGEMENT, LLC | 451,633 | $23.7M | 5.7% | 1.1% | +2.1% |
| 16 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 414,813 | $21.7M | 2.5% | 1% | -2.0% |
| 17 | Marietta Wealth Management, LLC | 389,425 | $20.4M | 2.1% | 0.9% | +3.6% |
| 18 | Summit Asset Management, LLC | 384,135 | $20.1M | 2.6% | 0.9% | -0.2% |
| 19 | WESCAP Management Group, Inc. | 378,708 | $19.8M | 3.7% | 0.9% | -0.9% |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 357,978 | $18.8M | 0.0% | 0.9% | -27.0% |
| 21 | Gaddis Premier Wealth Advisors LLC | 330,551 | $17.3M | 10.5% | 0.8% | +6.4% |
| 22 | WEALTH MANAGEMENT RESOURCES, INC. | 329,179 | $17.2M | 5.3% | 0.8% | +4.1% |
| 23 | WELLS FARGO & COMPANY/MN | 287,565 | $15.1M | 0.0% | 0.7% | -6.9% |
| 24 | Prepared Retirement Institute LLC | 263,132 | $13.8M | 5.9% | 0.6% | -2.1% |
| 25 | Dynamic Advisor Solutions LLC | 259,307 | $13.6M | 0.4% | 0.6% | +8.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.