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Atria Wealth Solutions’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-17,269
Closed -$749K – 1685
2025
Q1 		$749K Sell
17,269
-16,013
-48% -$727K 0.01% 998
2024
Q4 		$1.45M Buy
33,282
+6,141
+23% +$274K 0.02% 767
2024
Q3 		$1.24M Buy
27,141
+3,753
+16% +$170K 0.01% 834
2024
Q2 		$1.07M Buy
23,388
+8,988
+62% +$409K 0.01% 868
2024
Q1 		$662K Buy
14,400
+5,147
+56% +$225K 0.01% 1113
2023
Q4 		$389K Buy
+9,253
New +$367K ﹤0.01% 1341

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AAS
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Creative Planning
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