PFS
IHDG icon

Prospera Financial Services’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Prospera Financial Services’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 		$1.05M Sell
19,981
-83
-0.4% -$4.21K 0.02% 745
2026
Q1 		$966K Sell
20,064
-391
-2% -$19.5K 0.02% 722
2025
Q4 		$995K Buy
20,455
+727
+4% +$34.5K 0.02% 673
2025
Q3 		$909K Sell
19,728
-206
-1% -$9.34K 0.02% 707
2025
Q2 		$898K Sell
19,934
-479
-2% -$21K 0.02% 694
2025
Q1 		$886K Sell
20,413
-363
-2% -$16.5K 0.02% 594
2024
Q4 		$903K Buy
20,776
+294
+1% +$13.1K 0.02% 576
2024
Q3 		$936K Buy
20,482
+64
+0.3% +$2.89K 0.02% 521
2024
Q2 		$931K Buy
20,418
+20
+0.1% +$911 0.03% 519
2024
Q1 		$937K Buy
20,398
+1,239
+6% +$54.1K 0.03% 511
2023
Q4 		$804K Buy
19,159
+579
+3% +$23K 0.03% 523
2023
Q3 		$720K Buy
18,580
+466
+3% +$18.4K 0.03% 514
2023
Q2 		$728K Buy
18,114
+2,256
+14% +$90.3K 0.03% 503
2023
Q1 		$625K Buy
+15,858
New +$604K 0.03% 543
2022
Q4 		– Sell
-18,818
Closed -$675K – 927
2022
Q3 		$675K Sell
18,818
-415
-2% -$16.1K 0.04% 457
2022
Q2 		$720K Sell
19,233
-156
-0.8% -$6.35K 0.04% 439
2022
Q1 		$833K Buy
19,389
+1,687
+10% +$72.3K 0.03% 464
2021
Q4 		$810K Sell
17,702
-203
-1% -$9.06K 0.04% 452
2021
Q3 		$773K Sell
17,905
-31
-0.2% -$1.4K 0.04% 425
2021
Q2 		$791K Buy
17,936
+86
+0.5% +$3.71K 0.04% 424
2021
Q1 		$737K Buy
17,850
+2,813
+19% +$114K 0.04% 405
2020
Q4 		$591K Buy
+15,037
New +$569K 0.04% 389

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

Prospera Financial Services's IHDG Position: Q2 2026 in Review

Prospera Financial Services reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 0.41% in Q2 2026, selling an estimated $4.21K and leaving 19,981 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #745.

Prospera Financial Services first reported a position in IHDG in Q4 2020 and has held it in 22 quarters since. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

  • Prospera Financial Services held 19,981 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $1.05M as of Q2 2026.
  • Prospera Financial Services sold 83 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $4.21K.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #745 holding.
  • Prospera Financial Services first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2020 and has held it in 22 quarters since.
  • 237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.