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

Perspective 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
2026 Q2	$1.51M	Sell	28,890 -4,253	-13%	-$216K	0.83%	30
2026 Q1	$1.6M	Sell	33,143 -963	-3%	-$48.1K	1.04%	30
2025 Q4	$1.66M	Buy	+34,106	New	+$1.62M	1.18%	30

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

Perspective Wealth Advisors's IHDG Position: Q2 2026 in Review

Perspective Wealth Advisors reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 13% in Q2 2026, selling an estimated $216K and leaving 28,890 shares worth $1.51M. The position accounts for 0.83% of the portfolio, ranked #30.

Perspective Wealth Advisors first reported a position in IHDG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.66M in Q4 2025. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

Perspective Wealth Advisors held 28,890 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $1.51M as of Q2 2026.
Perspective Wealth Advisors sold 4,253 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $216K.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.83% of Perspective Wealth Advisors's portfolio in Q2 2026, its #30 holding.
Perspective Wealth Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2025 and has held it in 3 quarters since.
Perspective Wealth Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $1.66M in Q4 2025.
237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Perspective Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.