Cardinal Point Wealth Management Partners’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
Q1 | $12.5M | Buy |
316,779
+30,047
| +10% | +$1.18M | 3.79% | 7 |
|
|
2022
Q4 | $10.2M | Buy |
286,732
+33,660
| +13% | +$1.2M | 3.53% | 8 |
|
|
2022
Q3 | $9.26M | Buy |
253,072
+1,115
| +0.4% | +$40.8K | 4.42% | 6 |
|
|
2022
Q2 | $9.43M | Sell |
251,957
-6,969
| -3% | -$261K | 4.52% | 6 |
|
|
2022
Q1 | $11.1M | Buy |
258,926
+14,802
| +6% | +$636K | 4.96% | 6 |
|
|
2021
Q4 | $11.2M | Buy |
+244,124
| New | +$11.2M | 4.84% | 6 |
|