Congress Wealth Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$7.83M	Sell	173,847 -5,610	-3%	-$246K	0.08%	297
2025 Q1	$7.79M	Buy	179,457 +115,071	+179%	+$5.22M	0.09%	249
2024 Q4	$2.8M	Sell	64,386 -45	-0.1%	-$2.01K	0.04%	362
2024 Q3	$2.94M	Hold	64,431	–	–	0.04%	373
2024 Q2	$2.94M	Sell	64,431 -223	-0.3%	-$10.2K	0.05%	305
2024 Q1	$2.97M	Buy	64,654 +13	+0%	+$568	0.05%	279
2023 Q4	$2.71M	Buy	64,641 +7,580	+13%	+$301K	0.05%	284
2023 Q3	$2.21M	Buy	57,061 +10,094	+21%	+$399K	0.05%	290
2023 Q2	$1.89M	Sell	46,967 -745	-2%	-$29.8K	0.04%	268
2023 Q1	$1.88M	Buy	47,712 +525	+1%	+$20K	0.05%	272
2022 Q4	$1.68M	Buy	47,187 +82	+0.2%	+$3.11K	0.04%	282
2022 Q3	$1.69M	Sell	47,105 -1,202	-2%	-$46.5K	0.05%	286
2022 Q2	$1.81M	Sell	48,307 -2,147	-4%	-$87.4K	0.05%	286
2022 Q1	$2.17M	Buy	50,454 +8	+0%	+$343	0.05%	290
2021 Q4	$2.31M	Buy	+50,446	New	+$2.25M	0.05%	297