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Principal Securities’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Principal Securities’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 		$3.61M Buy
75,052
+2,445
+3% +$122K 0.05% 323
2025
Q4 		$3.53M Buy
72,607
+1,493
+2% +$70.8K 0.05% 314
2025
Q3 		$3.28M Buy
71,114
+3,255
+5% +$148K 0.05% 315
2025
Q2 		$3.06M Buy
67,859
+4,585
+7% +$201K 0.06% 303
2025
Q1 		$2.75M Buy
63,274
+46
+0.1% +$2.09K 0.06% 285
2024
Q4 		$2.75M Buy
63,228
+3,974
+7% +$177K 0.06% 285
2024
Q3 		$2.71M Buy
59,254
+1,881
+3% +$85K 0.07% 263
2024
Q2 		$2.62M Sell
57,373
-1,353
-2% -$61.6K 0.07% 244
2024
Q1 		$2.7M Buy
58,726
+1,012
+2% +$44.2K 0.08% 228
2023
Q4 		$2.42M Buy
+57,714
New +$2.29M 0.09% 217

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
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