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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Regal Investment Advisors's IHDG Position: Q1 2025 in Review

Regal Investment Advisors sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q1 2025, closing a stake of 17,839 shares — an estimated $775K sold.

Regal Investment Advisors first reported a position in IHDG in Q1 2023 and held it in 8 quarters. The position peaked at $791K in Q1 2024. 263 funds tracked by Wall St. Rank hold IHDG as of Q1 2025.

Regal Investment Advisors reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q1 2025 after selling out during the quarter.
Regal Investment Advisors sold 17,839 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q1 2025, an estimated $775K.
Regal Investment Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2023 and held it in 8 quarters.
Regal Investment Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $791K in Q1 2024.
263 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2025.

Based on Regal Investment Advisors's 13F filing for Q1 2025, filed 12 May 2025.