Avantax Advisory Services’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 | $619K | Sell |
13,730
-435
| -3% | -$19.6K | ﹤0.01% | 1468 |
|
|
2025
Q1 | $615K | Sell |
14,165
-3,286
| -19% | -$143K | ﹤0.01% | 1376 |
|
|
2024
Q4 | $759K | Sell |
17,451
-252
| -1% | -$11K | ﹤0.01% | 1188 |
|
|
2024
Q3 | $809K | Buy |
17,703
+360
| +2% | +$16.5K | 0.01% | 1134 |
|
|
2024
Q2 | $791K | Buy |
17,343
+3,459
| +25% | +$158K | 0.01% | 1108 |
|
|
2024
Q1 | $638K | Buy |
13,884
+831
| +6% | +$38.2K | 0.01% | 931 |
|
|
2023
Q4 | $548K | Buy |
13,053
+1,086
| +9% | +$45.6K | 0.01% | 949 |
|
|
2023
Q3 | $464K | Buy |
11,967
+3,275
| +38% | +$127K | 0.01% | 981 |
|
|
2023
Q2 | $349K | Buy |
8,692
+567
| +7% | +$22.8K | ﹤0.01% | 1103 |
|
|
2023
Q1 | $320K | Sell |
8,125
-1,340
| -14% | -$52.8K | ﹤0.01% | 1114 |
|
|
2022
Q4 | $337K | Buy |
9,465
+1,377
| +17% | +$49.1K | ﹤0.01% | 1042 |
|
|
2022
Q3 | $290K | Buy |
8,088
+74
| +0.9% | +$2.65K | ﹤0.01% | 1028 |
|
|
2022
Q2 | $300K | Buy |
8,014
+1,370
| +21% | +$51.3K | ﹤0.01% | 1009 |
|
|
2022
Q1 | $284K | Buy |
+6,644
| New | +$284K | ﹤0.01% | 1030 |
|
|
2020
Q4 | – | Sell |
-11,795
| Closed | -$432K | – | 1130 |
|
|
2020
Q3 | $432K | Buy |
+11,795
| New | +$432K | 0.01% | 851 |
|