IHT Wealth Management’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 | $480K | Sell |
10,664
-1,186
| -10% | -$53.4K | 0.01% | 717 |
|
|
2025
Q1 | $514K | Buy |
11,850
+1,970
| +20% | +$85.5K | 0.02% | 661 |
|
|
2024
Q4 | $429K | Buy |
9,880
+1,471
| +17% | +$63.9K | 0.01% | 732 |
|
|
2024
Q3 | $384K | Buy |
+8,409
| New | +$384K | 0.01% | 812 |
|
|
2024
Q2 | – | Sell |
-16,917
| Closed | -$777K | – | 1050 |
|
|
2024
Q1 | $777K | Sell |
16,917
-414
| -2% | -$19K | 0.03% | 493 |
|
|
2023
Q4 | $728K | Buy |
17,331
+939
| +6% | +$39.4K | 0.03% | 485 |
|
|
2023
Q3 | $635K | Sell |
16,392
-48,394
| -75% | -$1.87M | 0.03% | 474 |
|
|
2023
Q2 | $2.6M | Buy |
64,786
+19,070
| +42% | +$766K | 0.14% | 146 |
|
|
2023
Q1 | $1.8M | Buy |
45,716
+31,533
| +222% | +$1.24M | 0.1% | 196 |
|
|
2022
Q4 | $505K | Buy |
14,183
+4,109
| +41% | +$146K | 0.03% | 491 |
|
|
2022
Q3 | $362K | Buy |
+10,074
| New | +$362K | 0.03% | 553 |
|
|
2018
Q2 | – | Sell |
-178
| Closed | -$5K | – | 869 |
|
|
2018
Q1 | $5K | Hold |
178
| – | – | ﹤0.01% | 1338 |
|
|
2017
Q4 | $6K | Hold |
178
| – | – | ﹤0.01% | 1296 |
|
|
2017
Q3 | $5K | Sell |
178
-15,351
| -99% | -$431K | ﹤0.01% | 1093 |
|
|
2017
Q2 | $55 | Buy |
15,529
+14,080
| +972% | +$50 | 0.03% | 482 |
|
|
2017
Q1 | $90K | Buy |
1,449
+1,360
| +1,528% | +$84.5K | 0.06% | 294 |
|
|
2016
Q4 | $2K | Buy |
+89
| New | +$2K | ﹤0.01% | 1041 |
|