Golden State Equity Partners’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 | $2.15M | Buy |
54,233
+23,446
| +76% | +$929K | 0.4% | 53 |
|
|
2025
Q1 | $1.1M | Sell |
30,787
-41,531
| -57% | -$1.48M | 0.22% | 124 |
|
|
2024
Q4 | $2.47M | Sell |
72,318
-58,525
| -45% | -$2M | 0.47% | 46 |
|
|
2024
Q3 | $5.13M | Buy |
130,843
+22,653
| +21% | +$887K | 2.7% | 6 |
|
|
2024
Q2 | $4.01M | Buy |
+108,190
| New | +$4.01M | 0.84% | 18 |
|
|
2023
Q4 | $4.53M | Buy |
124,882
+9,602
| +8% | +$348K | 1.1% | 16 |
|
|
2023
Q3 | $3.69M | Buy |
115,280
+109,126
| +1,773% | +$3.49M | 1.03% | 18 |
|
|
2023
Q2 | $211K | Buy |
+6,154
| New | +$211K | 0.06% | 341 |
|