Heritage 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-20,372
| Closed | -$653K | – | 399 |
|
|
2018
Q3 | $653K | Buy |
20,372
+1,388
| +7% | +$44.5K | 0.13% | 65 |
|
|
2018
Q2 | $606K | Sell |
18,984
-4,136
| -18% | -$132K | 0.23% | 64 |
|
|
2018
Q1 | $711K | Buy |
23,120
+6,232
| +37% | +$192K | 0.3% | 55 |
|
|
2017
Q4 | $536K | Buy |
16,888
+2,831
| +20% | +$89.9K | 0.23% | 64 |
|
|
2017
Q3 | $431K | Buy |
14,057
+4,407
| +46% | +$135K | 0.22% | 67 |
|
|
2017
Q2 | $287K | Buy |
9,650
+842
| +10% | +$25K | 0.15% | 81 |
|
|
2017
Q1 | $253K | Buy |
+8,808
| New | +$253K | 0.14% | 85 |
|