AWA
Amplius Wealth Advisors’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Hold |
6,132
| – | – | 0.03% | 162 |
|
|
2025
Q1 | $266K | Sell |
6,132
-350
| -5% | -$15.2K | 0.03% | 148 |
|
|
2024
Q4 | $282K | Hold |
6,482
| – | – | 0.03% | 142 |
|
|
2024
Q3 | $296K | Hold |
6,482
| – | – | 0.03% | 132 |
|
|
2024
Q2 | $296K | Hold |
6,482
| – | – | 0.03% | 130 |
|
|
2024
Q1 | $298K | Sell |
6,482
-8,577
| -57% | -$394K | 0.03% | 129 |
|
|
2023
Q4 | $632K | Sell |
15,059
-1,550
| -9% | -$65.1K | 0.08% | 85 |
|
|
2023
Q3 | $643K | Sell |
16,609
-3,800
| -19% | -$147K | 0.09% | 84 |
|
|
2023
Q2 | $820K | Sell |
20,409
-17,237
| -46% | -$692K | 0.11% | 72 |
|
|
2023
Q1 | $1.48M | Sell |
37,646
-5,450
| -13% | -$215K | 0.21% | 54 |
|
|
2022
Q4 | $1.54M | Sell |
43,096
-3,639
| -8% | -$130K | 0.25% | 52 |
|
|
2022
Q3 | $1.68M | Sell |
46,735
-975
| -2% | -$35K | 0.3% | 48 |
|
|
2022
Q2 | $1.79M | Sell |
47,710
-3,030
| -6% | -$113K | 0.29% | 48 |
|
|
2022
Q1 | $2.18M | Sell |
50,740
-975
| -2% | -$41.9K | 0.34% | 38 |
|
|
2021
Q4 | $2.37M | Buy |
+51,715
| New | +$2.37M | 0.33% | 40 |
|