Pension & Wealth Management Advisors’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Pension & Wealth Management 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
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

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

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

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

Pension & Wealth Management Advisors's IHDG Position: Q2 2026 in Review

Pension & Wealth Management Advisors 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 first reported a position in IHDG in Q4 2024 and has held it in 7 quarters since. 228 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

Pension & Wealth Management Advisors held 10,000 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $524K as of Q2 2026.
Pension & Wealth Management Advisors 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's portfolio in Q2 2026, its #101 holding.
Pension & Wealth Management Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2024 and has held it in 7 quarters since.
228 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.