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

Prism 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 		$3.54M Sell
73,434
-1,313
-2% -$65.5K 0.94% 28
2025
Q4 		$3.64M Sell
74,747
-11,907
-14% -$565K 0.97% 27
2025
Q3 		$3.99M Sell
86,654
-387,709
-82% -$17.6M 1.08% 30
2025
Q2 		$21.4M Sell
474,363
-81,116
-15% -$3.55M 6.09% 1
2025
Q1 		$24.1M Sell
555,479
-10,132
-2% -$460K 7.42% 1
2024
Q4 		$24.6M Sell
565,611
-17,079
-3% -$762K 7.37% 1
2024
Q3 		$26.6M Buy
582,690
+9,489
+2% +$429K 7.62% 1
2024
Q2 		$26.1M Sell
573,201
-86
-0% -$3.92K 7.92% 1
2024
Q1 		$26.3M Buy
573,287
+49,053
+9% +$2.14M 7.91% 1
2023
Q4 		$22M Buy
524,234
+36,916
+8% +$1.46M 7.09% 3
2023
Q3 		$18.9M Buy
+487,318
New +$19.3M 6.61% 4

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