Cape Investment Advisory’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 | – | Sell |
-49
| Closed | -$2.13K | – | 1206 |
|
|
2025
Q1 | $2.13K | Hold |
49
| – | – | ﹤0.01% | 884 |
|
|
2024
Q4 | $2.13K | Hold |
49
| – | – | ﹤0.01% | 871 |
|
|
2024
Q3 | $2.24K | Hold |
49
| – | – | ﹤0.01% | 810 |
|
|
2024
Q2 | $2.23K | Hold |
49
| – | – | ﹤0.01% | 775 |
|
|
2024
Q1 | $2.25K | Hold |
49
| – | – | ﹤0.01% | 753 |
|
|
2023
Q4 | $2.06K | Hold |
49
| – | – | ﹤0.01% | 920 |
|
|
2023
Q3 | $1.9K | Hold |
49
| – | – | ﹤0.01% | 791 |
|
|
2023
Q2 | $1.97K | Sell |
49
-80
| -62% | -$3.21K | ﹤0.01% | 774 |
|
|
2023
Q1 | $5.09K | Buy |
+129
| New | +$5.09K | ﹤0.01% | 668 |
|