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

Other funds holding IHDG

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

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

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

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

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

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

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

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

PCG Wealth Advisors's IHDG Position: Q3 2025 in Review

PCG Wealth Advisors sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q3 2025, closing a stake of 40,681 shares — an estimated $1.83M sold.

PCG Wealth Advisors first reported a position in IHDG in Q2 2024 and held it in 5 quarters. The position peaked at $1.83M in Q2 2025. 235 funds tracked by Wall St. Rank hold IHDG as of Q3 2025.

PCG Wealth Advisors reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q3 2025 after selling out during the quarter.
PCG Wealth Advisors sold 40,681 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2025, an estimated $1.83M.
PCG Wealth Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2024 and held it in 5 quarters.
PCG Wealth Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $1.83M in Q2 2025.
235 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q3 2025.

Based on PCG Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.