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PCG Wealth Advisors’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

PCG Wealth 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
Q3 		– Sell
-40,681
Closed -$1.83M – 151
2025
Q2 		$1.83M Buy
40,681
+2,305
+6% +$101K 0.94% 32
2025
Q1 		$1.67M Buy
38,376
+5,423
+16% +$246K 0.58% 54
2024
Q4 		$1.43M Buy
32,953
+3,597
+12% +$160K 0.53% 58
2024
Q3 		$1.34M Buy
29,356
+24,123
+461% +$1.09M 0.52% 58
2024
Q2 		$239K Buy
+5,233
New +$238K 0.1% 104

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Creative Planning
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UBS Group
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Stifel Financial
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FWP
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Envestnet Asset Management
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return