DHJJ Financial 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 | $2.39M | Sell |
53,025
-142
| -0.3% | -$6.4K | 0.86% | 23 |
|
|
2025
Q1 | $2.31M | Sell |
53,167
-650
| -1% | -$28.2K | 0.93% | 21 |
|
|
2024
Q4 | $2.34M | Buy |
53,817
+374
| +0.7% | +$16.3K | 0.91% | 22 |
|
|
2024
Q3 | $2.44M | Buy |
53,443
+1,356
| +3% | +$62K | 0.97% | 19 |
|
|
2024
Q2 | $2.37M | Buy |
52,087
+2,099
| +4% | +$95.7K | 1% | 19 |
|
|
2024
Q1 | $2.3M | Buy |
49,988
+2,214
| +5% | +$102K | 1.02% | 21 |
|
|
2023
Q4 | $2.01M | Sell |
47,774
-1,466
| -3% | -$61.6K | 0.94% | 22 |
|
|
2023
Q3 | $1.91M | Sell |
49,240
-1,344
| -3% | -$52.1K | 0.97% | 21 |
|
|
2023
Q2 | $2.03M | Sell |
50,584
-3,284
| -6% | -$132K | 1.06% | 19 |
|
|
2023
Q1 | $2.11M | Sell |
53,868
-6,962
| -11% | -$273K | 1.14% | 18 |
|
|
2022
Q4 | $2.17M | Sell |
60,830
-8,155
| -12% | -$291K | 1.24% | 16 |
|
|
2022
Q3 | $2.48M | Buy |
68,985
+581
| +0.8% | +$20.9K | 1.45% | 17 |
|
|
2022
Q2 | $2.57M | Buy |
68,404
+1,783
| +3% | +$67K | 1.44% | 17 |
|
|
2022
Q1 | $2.89M | Buy |
66,621
+1,488
| +2% | +$64.6K | 1.39% | 18 |
|
|
2021
Q4 | $2.98M | Buy |
65,133
+2,986
| +5% | +$137K | 1.4% | 18 |
|
|
2021
Q3 | $2.69M | Buy |
62,147
+3,112
| +5% | +$135K | 1.39% | 18 |
|
|
2021
Q2 | $2.61M | Buy |
59,035
+1,941
| +3% | +$85.6K | 1.38% | 18 |
|
|
2021
Q1 | $2.36M | Buy |
57,094
+990
| +2% | +$40.9K | 1.37% | 19 |
|
|
2020
Q4 | $2.21M | Buy |
+56,104
| New | +$2.21M | 1.39% | 19 |
|