Financial Advocates Investment 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 | $4.32M | Sell |
95,785
-16,122
| -14% | -$726K | 0.35% | 61 |
|
|
2025
Q1 | $4.86M | Buy |
111,907
+4,885
| +5% | +$212K | 0.34% | 64 |
|
|
2024
Q4 | $4.65M | Buy |
107,022
+7,504
| +8% | +$326K | 0.26% | 83 |
|
|
2024
Q3 | $4.56M | Sell |
99,518
-1,331
| -1% | -$60.9K | 0.26% | 93 |
|
|
2024
Q2 | $4.6M | Buy |
100,849
+7,102
| +8% | +$324K | 0.29% | 82 |
|
|
2024
Q1 | $4.31M | Buy |
+93,747
| New | +$4.31M | 0.25% | 94 |
|
|
2023
Q4 | – | Sell |
-12,989
| Closed | -$523K | – | 746 |
|
|
2023
Q3 | $523K | Sell |
12,989
-255
| -2% | -$10.3K | 0.04% | 399 |
|
|
2023
Q2 | $532K | Sell |
13,244
-17,084
| -56% | -$686K | 0.04% | 384 |
|
|
2023
Q1 | $1.2M | Buy |
30,328
+1,950
| +7% | +$76.9K | 0.09% | 248 |
|
|
2022
Q4 | $1.01M | Sell |
28,378
-1,985
| -7% | -$70.7K | 0.08% | 282 |
|
|
2022
Q3 | $1.09M | Buy |
+30,363
| New | +$1.09M | 0.09% | 232 |
|