Golden State Equity Partners’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Golden State Equity Partners’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	–	Sell	-10,779	Closed	-$519K	–	994
2026 Q1	$519K	Sell	10,779 -12,130	-53%	-$606K	0.04%	446
2025 Q4	$1.08M	Buy	22,909 +645	+3%	+$30.6K	0.17%	133
2025 Q3	$1.02M	Buy	22,264 +1,120	+5%	+$50.8K	0.17%	144
2025 Q2	$953K	Buy	21,144 +56	+0.3%	+$2.45K	0.18%	143
2025 Q1	$915K	Buy	21,088 +15,442	+274%	+$701K	0.18%	143
2024 Q4	$245K	Buy	5,646 +169	+3%	+$7.54K	0.05%	369
2024 Q3	$250K	Sell	5,477 -2,808	-34%	-$127K	0.04%	367
2024 Q2	$378K	Buy	+8,285	New	+$377K	0.08%	275

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

AAS

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Golden State Equity Partners's IHDG Position: Q2 2026 in Review

Golden State Equity Partners sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2026, closing a stake of 10,779 shares — an estimated $519K sold.

Golden State Equity Partners first reported a position in IHDG in Q2 2024 and held it in 8 quarters. The position peaked at $1.08M in Q4 2025. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

Golden State Equity Partners reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 10,779 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $519K.
Golden State Equity Partners first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2024 and held it in 8 quarters.
Golden State Equity Partners's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $1.08M in Q4 2025.
237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.