FSA Advisors’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Sell |
8,197
-11,870
| -59% | -$471K | 0.26% | 109 |
|
|
2025
Q1 | $716K | Sell |
20,067
-9,730
| -33% | -$347K | 0.57% | 58 |
|
|
2024
Q4 | $1.02M | Buy |
29,797
+3,093
| +12% | +$106K | 1.25% | 24 |
|
|
2024
Q3 | $990K | Sell |
26,704
-2,960
| -10% | -$110K | 0.99% | 28 |
|
|
2024
Q2 | $1.13M | Hold |
29,664
| – | – | 1.18% | 20 |
|
|
2024
Q1 | $1.13M | Buy |
29,664
+9,523
| +47% | +$362K | 1.21% | 20 |
|
|
2023
Q4 | $731K | Buy |
+20,141
| New | +$731K | 0.9% | 32 |
|