Guardian Wealth Advisors (North Carolina)’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 | $25.6K | Sell |
568
-356
| -39% | -$16K | ﹤0.01% | 440 |
|
|
2025
Q1 | $40.1K | Hold |
924
| – | – | ﹤0.01% | 396 |
|
|
2024
Q4 | $40.2K | Sell |
924
-318
| -26% | -$13.8K | ﹤0.01% | 375 |
|
|
2024
Q3 | $56.8K | Buy |
1,242
+186
| +18% | +$8.5K | 0.01% | 304 |
|
|
2024
Q2 | $48.1K | Sell |
1,056
-51
| -5% | -$2.33K | 0.01% | 302 |
|
|
2024
Q1 | $50.9K | Sell |
1,107
-28
| -2% | -$1.29K | 0.01% | 319 |
|
|
2023
Q4 | $47.7K | Sell |
1,135
-2,635
| -70% | -$111K | 0.01% | 308 |
|
|
2023
Q3 | $146K | Hold |
3,770
| – | – | 0.02% | 248 |
|
|
2023
Q2 | $151K | Hold |
3,770
| – | – | 0.03% | 237 |
|
|
2023
Q1 | $149K | Hold |
3,770
| – | – | 0.03% | 225 |
|
|
2022
Q4 | $134K | Hold |
3,770
| – | – | 0.03% | 212 |
|
|
2022
Q3 | $135K | Hold |
3,770
| – | – | 0.03% | 200 |
|
|
2022
Q2 | $141K | Buy |
+3,770
| New | +$141K | 0.03% | 195 |
|