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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
Q2 		$3.95M Buy
75,403
+351
+0.5% +$17.8K 0.05% 347
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Principal Securities's IHDG Position: Q2 2026 in Review

Principal Securities increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 0.47% in Q2 2026, buying an estimated $17.8K and bringing the position to 75,403 shares worth $3.95M. The position accounts for 0.05% of the portfolio, ranked #347.

Principal Securities first reported a position in IHDG in Q4 2023 and has held it in 11 quarters since. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

  • Principal Securities held 75,403 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $3.95M as of Q2 2026.
  • Principal Securities bought 351 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $17.8K.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 0.05% of Principal Securities's portfolio in Q2 2026, its #347 holding.
  • Principal Securities first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2023 and has held it in 11 quarters since.
  • 237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.