Bison Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $368K | Sell |
8,476
-180
| -2% | -$7.83K | 0.08% | 193 |
|
|
2024
Q3 | $396K | Sell |
8,656
-1,317
| -13% | -$60.2K | 0.06% | 271 |
|
|
2024
Q2 | $458K | Hold |
9,973
| – | – | 0.07% | 253 |
|
|
2024
Q1 | $458K | Sell |
9,973
-1,850
| -16% | -$85K | 0.07% | 253 |
|
|
2023
Q4 | $496K | Buy |
11,823
+694
| +6% | +$29.1K | 0.09% | 237 |
|
|
2023
Q3 | $431K | Buy |
11,129
+63
| +0.6% | +$2.44K | 0.08% | 239 |
|
|
2023
Q2 | $445K | Buy |
+11,066
| New | +$445K | 0.08% | 237 |
|