Kingsview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-62,114
| Closed | -$2.83M | – | 1126 |
|
|
2024
Q2 | $2.83M | Buy |
+62,114
| New | +$2.83M | 0.07% | 272 |
|
|
2023
Q4 | – | Sell |
-33,673
| Closed | -$1.3M | – | 983 |
|
|
2023
Q3 | $1.3M | Buy |
+33,673
| New | +$1.3M | 0.05% | 372 |
|
|
2022
Q2 | – | Sell |
-5,035
| Closed | -$216K | – | 857 |
|
|
2022
Q1 | $216K | Sell |
5,035
-1,905
| -27% | -$81.8K | 0.01% | 796 |
|
|
2021
Q4 | $318K | Sell |
6,940
-567
| -8% | -$26K | 0.01% | 695 |
|
|
2021
Q3 | $324K | Hold |
7,507
| – | – | 0.02% | 663 |
|
|
2021
Q2 | $332K | Hold |
7,507
| – | – | 0.02% | 671 |
|
|
2021
Q1 | $313K | Hold |
7,507
| – | – | 0.02% | 624 |
|
|
2020
Q4 | $295K | Buy |
7,507
+400
| +6% | +$15.7K | 0.02% | 557 |
|
|
2020
Q3 | $260K | Buy |
7,107
+560
| +9% | +$20.5K | 0.02% | 509 |
|
|
2020
Q2 | $230K | Buy |
+6,547
| New | +$230K | 0.02% | 491 |
|