Choice Wealth Advisors’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 | $15.5M | Buy |
345,172
+361
| +0.1% | +$16.3K | 7.03% | 6 |
|
|
2025
Q1 | $15M | Sell |
344,811
-42
| -0% | -$1.82K | 7.8% | 5 |
|
|
2024
Q4 | $15M | Buy |
344,853
+9,842
| +3% | +$428K | 7.66% | 5 |
|
|
2024
Q3 | $15.3M | Buy |
335,011
+10,250
| +3% | +$468K | 7.65% | 5 |
|
|
2024
Q2 | $14.8M | Buy |
324,761
+3,199
| +1% | +$146K | 7.85% | 5 |
|
|
2024
Q1 | $14.8M | Sell |
321,562
-3,666
| -1% | -$168K | 8.95% | 4 |
|
|
2023
Q4 | $13.7M | Buy |
325,228
+1,905
| +0.6% | +$80K | 8.46% | 4 |
|
|
2023
Q3 | $12.5M | Sell |
323,323
-2,012
| -0.6% | -$77.9K | 8.85% | 4 |
|
|
2023
Q2 | $13.1M | Sell |
325,335
-2,613
| -0.8% | -$105K | 8.89% | 4 |
|
|
2023
Q1 | $12.9M | Buy |
327,948
+3,915
| +1% | +$154K | 9.4% | 4 |
|
|
2022
Q4 | $11.5M | Buy |
324,033
+13,456
| +4% | +$479K | 8.66% | 4 |
|
|
2022
Q3 | $11.1M | Buy |
+310,577
| New | +$11.1M | 9.32% | 4 |
|
|
2022
Q2 | – | Sell |
-309,241
| Closed | -$13.2M | – | 43 |
|
|
2022
Q1 | $13.2M | Buy |
309,241
+27,741
| +10% | +$1.19M | 10.48% | 4 |
|
|
2021
Q4 | $12.9M | Buy |
281,500
+35,712
| +15% | +$1.63M | 9.47% | 4 |
|
|
2021
Q3 | $10.6M | Buy |
245,788
+3,648
| +2% | +$157K | 8.61% | 4 |
|
|
2021
Q2 | $10.7M | Buy |
242,140
+15,097
| +7% | +$666K | 7.67% | 5 |
|
|
2021
Q1 | $9.38M | Buy |
227,043
+11,640
| +5% | +$481K | 7.74% | 5 |
|
|
2020
Q4 | $8.47M | Buy |
+215,403
| New | +$8.47M | 7.65% | 5 |
|