Castle Wealth Management’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 | $3.74M | Sell |
83,038
-7,310
| -8% | -$329K | 1.36% | 24 |
|
|
2025
Q1 | $3.92M | Sell |
90,348
-91
| -0.1% | -$3.95K | 1.54% | 22 |
|
|
2024
Q4 | $3.94M | Buy |
90,439
+1,207
| +1% | +$52.6K | 1.55% | 23 |
|
|
2024
Q3 | $4.08M | Buy |
89,232
+12,385
| +16% | +$566K | 1.63% | 22 |
|
|
2024
Q2 | $3.5M | Buy |
76,847
+9,699
| +14% | +$442K | 1.68% | 22 |
|
|
2024
Q1 | $3.08M | Buy |
+67,148
| New | +$3.08M | 1.61% | 22 |
|