Amplius Wealth Advisors’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Hold |
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|
2025
Q1 | $266K | Sell |
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|
2024
Q4 | $282K | Hold |
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|
2024
Q3 | $296K | Hold |
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|
2024
Q2 | $296K | Hold |
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|
2024
Q1 | $298K | Sell |
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|
2023
Q4 | $632K | Sell |
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|
2023
Q3 | $643K | Sell |
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|
2023
Q2 | $820K | Sell |
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|
2023
Q1 | $1.48M | Sell |
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|
2022
Q4 | $1.54M | Sell |
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|
2022
Q3 | $1.68M | Sell |
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|
2022
Q2 | $1.78M | Sell |
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|
2022
Q1 | $2.18M | Sell |
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|
2021
Q4 | $2.37M | Buy |
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