Caliber Wealth Management (Utah)’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
Q1
$5.82M Buy
126,658
+6,852
+6% +$315K 3.09% 6
2023
Q4
$5.03M Buy
119,806
+803
+0.7% +$33.7K 2.96% 6
2023
Q3
$4.61M Buy
119,003
+2,485
+2% +$96.3K 3.1% 6
2023
Q2
$4.68M Buy
116,518
+6,435
+6% +$258K 3.14% 6
2023
Q1
$4.34M Buy
+110,083
New +$4.34M 3.25% 7