Carson Wealth (CWM LLC)’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $196K | Sell |
4,340
-2,111
| -33% | -$95.3K | ﹤0.01% | 2191 |
|
|
2025
Q1 | $280K | Buy |
6,451
+3,106
| +93% | +$135K | ﹤0.01% | 1709 |
|
|
2024
Q4 | $145K | Sell |
3,345
-4,000
| -54% | -$173K | ﹤0.01% | 2040 |
|
|
2024
Q3 | $336K | Buy |
7,345
+1,693
| +30% | +$77.4K | ﹤0.01% | 1478 |
|
|
2024
Q2 | $258K | Buy |
5,652
+96
| +2% | +$4.38K | ﹤0.01% | 1456 |
|
|
2024
Q1 | $255K | Buy |
5,556
+1,232
| +28% | +$56.5K | ﹤0.01% | 1401 |
|
|
2023
Q4 | $182K | Sell |
4,324
-108
| -2% | -$4.55K | ﹤0.01% | 1459 |
|
|
2023
Q3 | $172K | Sell |
4,432
-135,458
| -97% | -$5.26M | ﹤0.01% | 1366 |
|
|
2023
Q2 | $5.62M | Buy |
+139,890
| New | +$5.62M | 0.03% | 321 |
|