GGM Wealth Advisors’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
Q1 | – | Sell |
-8,566
| Closed | -$373K | – | 141 |
|
2024
Q4 | $373K | Sell |
8,566
-260
| -3% | -$11.3K | 0.2% | 92 |
|
2024
Q3 | $403K | Buy |
8,826
+1,465
| +20% | +$67K | 0.17% | 87 |
|
2024
Q2 | $336K | Buy |
+7,361
| New | +$336K | 0.15% | 99 |
|
2023
Q1 | – | Sell |
-5,909
| Closed | -$221K | – | 92 |
|
2022
Q4 | $221K | Sell |
5,909
-484
| -8% | -$18.1K | 0.11% | 125 |
|
2022
Q3 | $242K | Sell |
6,393
-50
| -0.8% | -$1.89K | 0.13% | 117 |
|
2022
Q2 | $243K | Buy |
+6,443
| New | +$243K | 0.14% | 115 |
|