DWM
Diversify Wealth Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $11.9M | Buy |
263,672
+8,593
| +3% | +$386K | 0.73% | 24 |
|
2025
Q1 | $11M | Buy |
255,079
+99,617
| +64% | +$4.29M | 0.82% | 20 |
|
2024
Q4 | $6.87M | Buy |
155,462
+9,501
| +7% | +$420K | 0.54% | 42 |
|
2024
Q3 | $6.54M | Buy |
145,961
+11,267
| +8% | +$505K | 0.63% | 35 |
|
2024
Q2 | $5.71M | Buy |
+134,694
| New | +$5.71M | 0.71% | 29 |
|