Fortis Capital 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 | $2.98M | Sell |
66,233
-2,334
| -3% | -$105K | 0.46% | 51 |
|
|
2025
Q1 | $2.98M | Buy |
68,567
+15,595
| +29% | +$677K | 0.58% | 50 |
|
|
2024
Q4 | $2.3M | Buy |
52,972
+4,790
| +10% | +$208K | 0.43% | 53 |
|
|
2024
Q3 | $2.2M | Buy |
48,182
+14,620
| +44% | +$668K | 0.44% | 55 |
|
|
2024
Q2 | $1.53M | Buy |
33,562
+7,691
| +30% | +$351K | 0.33% | 60 |
|
|
2024
Q1 | $1.19M | Buy |
25,871
+5,325
| +26% | +$245K | 0.31% | 65 |
|
|
2023
Q4 | $863K | Buy |
20,546
+14,209
| +224% | +$597K | 0.22% | 88 |
|
|
2023
Q3 | $245K | Buy |
6,337
+1,311
| +26% | +$50.8K | 0.08% | 118 |
|
|
2023
Q2 | $202K | Buy |
+5,026
| New | +$202K | 0.07% | 96 |
|