Journey Strategic Wealth’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.39M | Sell |
161,306
-29,007
| -15% | -$1.15M | 0.21% | 40 |
|
|
2025
Q1 | $6.79M | Sell |
190,313
-382,356
| -67% | -$13.6M | 0.24% | 34 |
|
|
2024
Q4 | $19.6M | Buy |
572,669
+35,224
| +7% | +$1.21M | 0.73% | 10 |
|
|
2024
Q3 | $21M | Buy |
537,445
+42,250
| +9% | +$1.65M | 0.77% | 9 |
|
|
2024
Q2 | $18.4M | Buy |
495,195
+13,852
| +3% | +$514K | 0.78% | 8 |
|
|
2024
Q1 | $18.3M | Sell |
481,343
-254,378
| -35% | -$9.68M | 0.81% | 7 |
|
|
2023
Q4 | $26.7M | Buy |
735,721
+23,849
| +3% | +$865K | 1.26% | 8 |
|
|
2023
Q3 | $22.8M | Buy |
711,872
+248,533
| +54% | +$7.96M | 1.09% | 8 |
|
|
2023
Q2 | $15.9M | Buy |
463,339
+16,276
| +4% | +$560K | 0.72% | 9 |
|
|
2023
Q1 | $15.1M | Buy |
447,063
+68,974
| +18% | +$2.34M | 1.59% | 8 |
|
|
2022
Q4 | $11.6M | Buy |
378,089
+140,076
| +59% | +$4.29M | 1.36% | 7 |
|
|
2022
Q3 | $6.26M | Sell |
238,013
-111,681
| -32% | -$2.94M | 0.85% | 11 |
|
|
2022
Q2 | $10.4M | Buy |
+349,694
| New | +$10.4M | 1.39% | 7 |
|
|
2022
Q1 | – | Sell |
-270,890
| Closed | -$10.8M | – | 207 |
|
|
2021
Q4 | $10.8M | Buy |
+270,890
| New | +$10.8M | 1.12% | 10 |
|