J.W. Cole 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.3M | Buy |
28,900
+106
| +0.4% | +$4.78K | 0.03% | 573 |
|
2025
Q1 | $1.25M | Sell |
28,794
-13,791
| -32% | -$599K | 0.04% | 464 |
|
2024
Q4 | $1.85M | Buy |
42,585
+381
| +0.9% | +$16.6K | 0.07% | 263 |
|
2024
Q3 | $1.93M | Buy |
42,204
+6,840
| +19% | +$313K | 0.08% | 252 |
|
2024
Q2 | $1.61M | Buy |
35,364
+7,095
| +25% | +$323K | 0.08% | 252 |
|
2024
Q1 | $1.3M | Buy |
28,269
+7,609
| +37% | +$350K | 0.07% | 288 |
|
2023
Q4 | $868K | Buy |
20,660
+90
| +0.4% | +$3.78K | 0.05% | 329 |
|
2023
Q3 | $797K | Buy |
20,570
+3,918
| +24% | +$152K | 0.06% | 296 |
|
2023
Q2 | $669K | Buy |
+16,652
| New | +$669K | 0.05% | 353 |
|