Centerpoint Advisory Group’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Centerpoint Advisory Group’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	$520K	Sell	9,929 -20	-0.2%	-$1.01K	0.33%	63
2026 Q1	$479K	Sell	9,949 -25	-0.3%	-$1.25K	0.36%	57
2025 Q4	$485K	Sell	9,974 -12	-0.1%	-$569	0.37%	59
2025 Q3	$460K	Sell	9,986 -90	-0.9%	-$4.08K	0.36%	61
2025 Q2	$454K	Hold	10,076	–	–	0.39%	58
2025 Q1	$437K	Sell	10,076 -38	-0.4%	-$1.72K	0.43%	59
2024 Q4	$440K	Buy	+10,114	New	+$451K	0.43%	54

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

Centerpoint Advisory Group's IHDG Position: Q2 2026 in Review

Centerpoint Advisory Group reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 0.2% in Q2 2026, selling an estimated $1.01K and leaving 9,929 shares worth $520K. The position accounts for 0.33% of the portfolio, ranked #63.

Centerpoint Advisory Group first reported a position in IHDG in Q4 2024 and has held it in 7 quarters since. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

Centerpoint Advisory Group held 9,929 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $520K as of Q2 2026.
Centerpoint Advisory Group sold 20 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $1.01K.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.33% of Centerpoint Advisory Group's portfolio in Q2 2026, its #63 holding.
Centerpoint Advisory Group first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q4 2024 and has held it in 7 quarters since.
237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Centerpoint Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.