Congress 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 | $7.83M | Sell |
173,847
-5,610
| -3% | -$253K | 0.08% | 297 |
|
|
2025
Q1 | $7.79M | Buy |
179,457
+115,071
| +179% | +$4.99M | 0.09% | 249 |
|
|
2024
Q4 | $2.8M | Sell |
64,386
-45
| -0.1% | -$1.96K | 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% | +$597 | 0.05% | 279 |
|
|
2023
Q4 | $2.71M | Buy |
64,641
+7,580
| +13% | +$318K | 0.05% | 284 |
|
|
2023
Q3 | $2.21M | Buy |
57,061
+10,094
| +21% | +$391K | 0.05% | 290 |
|
|
2023
Q2 | $1.89M | Sell |
46,967
-745
| -2% | -$29.9K | 0.04% | 268 |
|
|
2023
Q1 | $1.88M | Buy |
47,712
+525
| +1% | +$20.7K | 0.05% | 272 |
|
|
2022
Q4 | $1.68M | Buy |
47,187
+82
| +0.2% | +$2.92K | 0.04% | 282 |
|
|
2022
Q3 | $1.69M | Sell |
47,105
-1,202
| -2% | -$43.1K | 0.05% | 286 |
|
|
2022
Q2 | $1.81M | Sell |
48,307
-2,147
| -4% | -$80.3K | 0.05% | 286 |
|
|
2022
Q1 | $2.17M | Buy |
50,454
+8
| +0% | +$344 | 0.05% | 290 |
|
|
2021
Q4 | $2.31M | Buy |
+50,446
| New | +$2.31M | 0.05% | 295 |
|