Client 1st Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,557
| Closed | -$201K | – | 75 |
|
|
2021
Q2 | $201K | Buy |
+4,557
| New | +$201K | 0.1% | 74 |
|
|
2020
Q3 | – | Sell |
-7,114
| Closed | -$256K | – | 59 |
|
|
2020
Q2 | $256K | Sell |
7,114
-45,362
| -86% | -$1.63M | 0.21% | 50 |
|
|
2020
Q1 | $1.59M | Sell |
52,476
-21,667
| -29% | -$656K | 1.68% | 18 |
|
|
2019
Q4 | $2.69M | Buy |
+74,143
| New | +$2.69M | 2.65% | 10 |
|