Adamsbrown Wealth Consultants’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8M | Sell |
351,001
-4,155
| -1% | -$187K | 4.59% | 10 |
|
|
2025
Q1 | $15.4M | Sell |
355,156
-16,909
| -5% | -$734K | 4.84% | 9 |
|
|
2024
Q4 | $16.2M | Buy |
372,065
+18,903
| +5% | +$822K | 5.51% | 6 |
|
|
2024
Q3 | $16.1M | Sell |
353,162
-7,091
| -2% | -$324K | 5.6% | 7 |
|
|
2024
Q2 | $16.4M | Buy |
360,253
+28,922
| +9% | +$1.32M | 6.39% | 6 |
|
|
2024
Q1 | $15.2M | Buy |
331,331
+254,080
| +329% | +$11.7M | 6.16% | 6 |
|
|
2023
Q4 | $3.24M | Buy |
77,251
+26,559
| +52% | +$1.12M | 1.41% | 14 |
|
|
2023
Q3 | $1.96M | Buy |
50,692
+6,089
| +14% | +$236K | 0.97% | 16 |
|
|
2023
Q2 | $1.79M | Buy |
44,603
+15,845
| +55% | +$636K | 0.95% | 18 |
|
|
2023
Q1 | $1.13M | Buy |
+28,758
| New | +$1.13M | 0.65% | 25 |
|