AWM
Aspire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $5.94M | Sell |
130,045
-2,192
| -2% | -$100K | 3.2% | 10 |
|
|
2024
Q2 | $6.03M | Sell |
132,237
-1,288
| -1% | -$58.7K | 3.45% | 9 |
|
|
2024
Q1 | $6.13M | Buy |
133,525
+2,680
| +2% | +$123K | 3.7% | 10 |
|
|
2023
Q4 | $5.49M | Sell |
130,845
-2,768
| -2% | -$116K | 3.73% | 8 |
|
|
2023
Q3 | $5.18M | Buy |
133,613
+103
| +0.1% | +$3.99K | 3.94% | 8 |
|
|
2023
Q2 | $5.36M | Sell |
133,510
-3,262
| -2% | -$131K | 4.06% | 7 |
|
|
2023
Q1 | $5.39M | Sell |
136,772
-5,760
| -4% | -$227K | 4.38% | 5 |
|
|
2022
Q4 | $5.08M | Buy |
142,532
+4,454
| +3% | +$159K | 4.42% | 3 |
|
|
2022
Q3 | $4.96M | Sell |
138,078
-91
| -0.1% | -$3.27K | 4.67% | 4 |
|
|
2022
Q2 | $5.17M | Buy |
138,169
+3,935
| +3% | +$147K | 4.76% | 4 |
|
|
2022
Q1 | $5.76M | Buy |
134,234
+2,581
| +2% | +$111K | 4.56% | 4 |
|
|
2021
Q4 | $6.02M | Buy |
+131,653
| New | +$6.02M | 4.88% | 4 |
|