JFA
IHDG icon

JNBA Financial Advisors’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

JNBA 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 		$43.8K Hold
910
– – ﹤0.01% 324
2025
Q4 		$44.3K Hold
910
– – ﹤0.01% 324
2025
Q3 		$41.9K Hold
910
– – ﹤0.01% 321
2025
Q2 		$41K Buy
910
+350
+63% +$15.3K ﹤0.01% 311
2025
Q1 		$24.3K Buy
560
+1
+0.2% +$45 ﹤0.01% 357
2024
Q4 		$24.3K Buy
559
+4
+0.7% +$178 ﹤0.01% 361
2024
Q3 		$25.4K Buy
555
+1
+0.2% +$45 ﹤0.01% 368
2024
Q2 		$25.3K Buy
+554
New +$25.2K ﹤0.01% 356

Other funds holding IHDG

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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 $564B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return