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Pursuit Wealth Strategies’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Pursuit Wealth Strategies’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 		$782K Sell
14,930
-27,140
-65% -$1.38M 1.02% 30
2026
Q1 		$2.03M Buy
42,070
+10,110
+32% +$505K 2.81% 6
2025
Q4 		$1.56M Buy
+31,960
New +$1.52M 2.18% 11

Other funds holding IHDG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Pursuit Wealth Strategies's IHDG Position: Q2 2026 in Review

Pursuit Wealth Strategies reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 65% in Q2 2026, selling an estimated $1.38M and leaving 14,930 shares worth $782K. The position accounts for 1.02% of the portfolio, ranked #30.

Pursuit Wealth Strategies first reported a position in IHDG in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.03M in Q1 2026. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

  • Pursuit Wealth Strategies held 14,930 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $782K as of Q2 2026.
  • Pursuit Wealth Strategies sold 27,140 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $1.38M.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 1.02% of Pursuit Wealth Strategies's portfolio in Q2 2026, its #30 holding.
  • Pursuit Wealth Strategies first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2025 and has held it in 3 quarters since.
  • Pursuit Wealth Strategies's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $2.03M in Q1 2026.
  • 237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Pursuit Wealth Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.