Belpointe Asset Management’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-4,823
| Closed | -$190K | – | 1883 |
|
2023
Q1 | $190K | Sell |
4,823
-2,389
| -33% | -$94.2K | 0.01% | 967 |
|
2022
Q4 | $257K | Sell |
7,212
-15,148
| -68% | -$540K | 0.02% | 779 |
|
2022
Q3 | $803K | Sell |
22,360
-2,121
| -9% | -$76.2K | 0.05% | 353 |
|
2022
Q2 | $916K | Buy |
24,481
+1,932
| +9% | +$72.3K | 0.06% | 318 |
|
2022
Q1 | $968K | Buy |
+22,549
| New | +$968K | 0.06% | 343 |
|