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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
Q1 		$3.5M Buy
+72,670
New +$3.63M 0.08% 250

Other funds holding IHDG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Mount Yale Investment Advisors's IHDG Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) in Q1 2026: 72,670 shares worth $3.5M. The stake represents 0.08% of the portfolio and ranks #250 among its holdings.

248 funds tracked by Wall St. Rank hold IHDG as of Q1 2026.

  • Mount Yale Investment Advisors held 72,670 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $3.5M as of Q1 2026.
  • WisdomTree International Hedged Quality Dividend Growth Fund was a new Mount Yale Investment Advisors position in Q1 2026.
  • WisdomTree International Hedged Quality Dividend Growth Fund made up 0.08% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #250 holding.
  • 248 funds tracked by Wall St. Rank held WisdomTree International Hedged Quality Dividend Growth Fund as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.