Mount Yale Investment Advisors’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Mount Yale Investment 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	–	Sell	-72,670	Closed	-$3.5M	–	1231
2026 Q1	$3.5M	Buy	+72,670	New	+$3.63M	0.08%	250

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

Mount Yale Investment Advisors's IHDG Position: Q2 2026 in Review

Mount Yale Investment Advisors sold out of WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q2 2026, closing a stake of 72,670 shares — an estimated $3.5M sold.

Mount Yale Investment Advisors first reported a position in IHDG in Q1 2026 and held it in 1 quarter. The position peaked at $3.5M in Q1 2026. 237 funds tracked by Wall St. Rank hold IHDG as of Q2 2026.

Mount Yale Investment Advisors reported no remaining WisdomTree International Hedged Quality Dividend Growth Fund position as of Q2 2026 after selling out during the quarter.
Mount Yale Investment Advisors sold 72,670 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q2 2026, an estimated $3.5M.
Mount Yale Investment Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2026 and held it in 1 quarter.
Mount Yale Investment Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $3.5M in Q1 2026.
237 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.