PSCM
IHDG icon

Per Stirling Capital Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Per Stirling Capital Management’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
2025
Q3 		– Sell
-5,000
Closed -$225K – 293
2025
Q2 		$225K Hold
5,000
– – 0.03% 257
2025
Q1 		$217K Hold
5,000
– – 0.03% 246
2024
Q4 		$217K Sell
5,000
-1,500
-23% -$66.9K 0.03% 243
2024
Q3 		$297K Hold
6,500
– – 0.04% 223
2024
Q2 		$296K Hold
6,500
– – 0.05% 204
2024
Q1 		$299K Hold
6,500
– – 0.05% 191
2023
Q4 		$273K Hold
6,500
– – 0.05% 183
2023
Q3 		$252K Hold
6,500
– – 0.05% 175
2023
Q2 		$261K Buy
+6,500
New +$260K 0.05% 176

Other funds holding IHDG

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return