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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$524K Hold
10,000
– – 0.14% 101
2026
Q1 		$482K Hold
10,000
– – 0.14% 101
2025
Q4 		$487K Hold
10,000
– – 0.14% 101
2025
Q3 		$461K Hold
10,000
– – 0.15% 90
2025
Q2 		$451K Hold
10,000
– – 0.15% 87
2025
Q1 		$434K Hold
10,000
– – 0.16% 89
2024
Q4 		$435K Buy
+10,000
New +$446K 0.17% 88

Other funds holding IHDG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return
MWM
Marietta Wealth Management Marietta, Georgia $971M AUM 25.37% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return
GPWA
Gaddis Premier Wealth Advisors Durant, Oklahoma $165M AUM

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s IHDG Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) position steady in Q2 2026 at 10,000 shares worth $524K. The position accounts for 0.14% of the portfolio, ranked #101.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in IHDG in Q4 2024 and has held it in 7 quarters since. 146 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 10,000 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $524K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its WisdomTree International Hedged Quality Dividend Growth Fund share count unchanged in Q2 2026.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 0.14% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #101 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2024 and has held it in 7 quarters since.
  • 146 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.