Hefty Wealth Partners’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
2018
Q1
$1.25M Buy
40,321
+1,457
+4% +$45K 0.8% 40
2017
Q4
$1.23M Buy
38,864
+7,869
+25% +$249K 0.76% 38
2017
Q3
$950K Buy
30,995
+1,731
+6% +$53.1K 0.63% 48
2017
Q2
$866K Buy
29,264
+1,654
+6% +$48.9K 0.59% 53
2017
Q1
$784K Buy
+27,610
New +$784K 0.57% 66