Geneos Wealth Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $998K | Buy |
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|
2025
Q2 | $937K | Sell |
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|
2025
Q1 | $1.99M | Buy |
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|
2024
Q4 | $676K | Buy |
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|
2024
Q3 | $634K | Sell |
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|
2024
Q2 | $665K | Sell |
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|
2024
Q1 | $699K | Sell |
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|
2023
Q4 | $656K | Sell |
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|
2023
Q3 | $718K | Buy |
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|
2023
Q2 | $726K | Buy |
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|
2023
Q1 | $624K | Buy |
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|
2022
Q4 | $489K | Buy |
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|
2022
Q3 | $236K | Sell |
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|
2022
Q2 | $255K | Sell |
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|
2022
Q1 | $305K | Sell |
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|
2021
Q4 | $326K | Hold |
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|
2021
Q3 | $308K | Sell |
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|
2021
Q2 | $639K | Buy |
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|
2021
Q1 | $510K | Buy |
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|
2020
Q4 | $465K | Buy |
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|
2020
Q3 | $277K | Buy |
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|
2020
Q2 | $223K | Sell |
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|
2020
Q1 | $189K | Buy |
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|
2019
Q4 | $100K | Hold |
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|
2019
Q3 | $91K | Hold |
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|
2019
Q2 | $90K | Hold |
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|
2019
Q1 | $88K | Hold |
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|
2018
Q4 | $76K | Hold |
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|
2018
Q3 | $88K | Hold |
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|
2018
Q2 | $87K | Hold |
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|
2018
Q1 | $84K | Hold |
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|
2017
Q4 | $87K | Hold |
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|
2017
Q3 | $84K | Buy |
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|
2017
Q2 | $71K | Hold |
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|
2017
Q1 | $68K | Hold |
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|
2016
Q4 | $63K | Hold |
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|
2016
Q3 | $63K | Buy |
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|
2016
Q2 | $57K | Buy |
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|
2016
Q1 | $37K | Buy |
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