RIA
IHDG icon

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

Regal Investment 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
2025
Q1 		– Sell
-17,839
Closed -$775K – 475
2024
Q4 		$775K Buy
17,839
+1,372
+8% +$61.2K 0.06% 261
2024
Q3 		$753K Sell
16,467
-810
-5% -$36.6K 0.05% 281
2024
Q2 		$788K Buy
17,277
+60
+0.3% +$2.73K 0.05% 289
2024
Q1 		$791K Sell
17,217
-1,485
-8% -$64.9K 0.05% 282
2023
Q4 		$785K Buy
18,702
+665
+4% +$26.4K 0.06% 258
2023
Q3 		$699K Sell
18,037
-133
-0.7% -$5.26K 0.06% 245
2023
Q2 		$730K Buy
18,170
+898
+5% +$36K 0.06% 237
2023
Q1 		$681K Buy
+17,272
New +$658K 0.06% 240

Other funds holding IHDG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return