FWP
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Falcon Wealth Planning’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Falcon Wealth Planning’s Portfolio IHDG Stock Details IHDG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$33.5M Buy
743,594
+34,766
+5% +$1.57M 3.39% 11
2025
Q1 		$30.8M Sell
708,828
-36,652
-5% -$1.59M 3.42% 11
2024
Q4 		$32.4M Buy
745,480
+38,716
+5% +$1.68M 3.61% 12
2024
Q3 		$32.3M Buy
+706,764
New +$32.3M 3.79% 9