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Clark Asset Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Clark Asset Management’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 		$350K Hold
6,682
– – 0.03% 191
2026
Q1 		$322K Hold
6,682
– – 0.03% 174
2025
Q4 		$325K Sell
6,682
-1,779
-21% -$84.4K 0.03% 165
2025
Q3 		$390K Sell
8,461
-627
-7% -$28.4K 0.05% 131
2025
Q2 		$409K Hold
9,088
– – 0.06% 121
2025
Q1 		$394K Buy
+9,088
New +$412K 0.07% 99

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

Clark Asset Management's IHDG Position: Q2 2026 in Review

Clark Asset Management held its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) position steady in Q2 2026 at 6,682 shares worth $350K. The position accounts for 0.03% of the portfolio, ranked #191.

Clark Asset Management first reported a position in IHDG in Q1 2025 and has held it in 6 quarters since. The position peaked at $409K in Q2 2025. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

  • Clark Asset Management held 6,682 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $350K as of Q2 2026.
  • Clark Asset Management left its WisdomTree International Hedged Quality Dividend Growth Fund share count unchanged in Q2 2026.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 0.03% of Clark Asset Management's portfolio in Q2 2026, its #191 holding.
  • Clark Asset Management first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2025 and has held it in 6 quarters since.
  • Clark Asset Management's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $409K in Q2 2025.
  • 237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.