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

Clearstead 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 		$215K Buy
4,111
+2
+0% +$102 ﹤0.01% 1041
2026
Q1 		$198K Buy
4,109
+1
+0% +$50 ﹤0.01% 998
2025
Q4 		$200K Sell
4,108
-2,777
-40% -$132K ﹤0.01% 936
2025
Q3 		$317K Buy
6,885
+3,086
+81% +$140K ﹤0.01% 769
2025
Q2 		$171K Buy
+3,799
New +$166K ﹤0.01% 918

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

Clearstead Advisors's IHDG Position: Q2 2026 in Review

Clearstead Advisors increased its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 0.05% in Q2 2026, buying an estimated $102 and bringing the position to 4,111 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #1041.

Clearstead Advisors first reported a position in IHDG in Q2 2025 and has held it in 5 quarters since. The position peaked at $317K in Q3 2025. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

  • Clearstead Advisors held 4,111 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $215K as of Q2 2026.
  • Clearstead Advisors bought 2 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $102.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1041 holding.
  • Clearstead Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q2 2025 and has held it in 5 quarters since.
  • Clearstead Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $317K in Q3 2025.
  • 237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.