KMG Fiduciary Partners’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 | $977K | Buy |
21,691
+1,053
| +5% | +$47.4K | 0.07% | 185 |
|
2025
Q1 | $896K | Buy |
20,638
+49
| +0.2% | +$2.13K | 0.07% | 187 |
|
2024
Q4 | $895K | Buy |
20,589
+587
| +3% | +$25.5K | 0.07% | 186 |
|
2024
Q3 | $914K | Buy |
20,002
+43
| +0.2% | +$1.97K | 0.08% | 179 |
|
2024
Q2 | $910K | Buy |
19,959
+136
| +0.7% | +$6.2K | 0.09% | 154 |
|
2024
Q1 | $911K | Buy |
19,823
+89
| +0.5% | +$4.09K | 0.09% | 145 |
|
2023
Q4 | $829K | Buy |
19,734
+54
| +0.3% | +$2.27K | 0.1% | 152 |
|
2023
Q3 | $762K | Buy |
19,680
+35
| +0.2% | +$1.36K | 0.1% | 149 |
|
2023
Q2 | $789K | Buy |
19,645
+928
| +5% | +$37.3K | 0.1% | 150 |
|
2023
Q1 | $738K | Buy |
18,717
+73
| +0.4% | +$2.88K | 0.11% | 154 |
|
2022
Q4 | $664K | Buy |
18,644
+1,487
| +9% | +$53K | 0.11% | 144 |
|
2022
Q3 | $616K | Buy |
17,157
+134
| +0.8% | +$4.81K | 0.12% | 131 |
|
2022
Q2 | $637K | Buy |
17,023
+266
| +2% | +$9.95K | 0.12% | 128 |
|
2022
Q1 | $720K | Buy |
16,757
+227
| +1% | +$9.75K | 0.12% | 127 |
|
2021
Q4 | $756K | Buy |
16,530
+194
| +1% | +$8.87K | 0.12% | 120 |
|
2021
Q3 | $705K | Buy |
16,336
+440
| +3% | +$19K | 0.12% | 119 |
|
2021
Q2 | $701K | Buy |
15,896
+272
| +2% | +$12K | 0.12% | 121 |
|
2021
Q1 | $645K | Buy |
15,624
+71
| +0.5% | +$2.93K | 0.13% | 118 |
|
2020
Q4 | $620K | Buy |
15,553
+121
| +0.8% | +$4.82K | 0.13% | 114 |
|
2020
Q3 | $564K | Buy |
15,432
+55
| +0.4% | +$2.01K | 0.14% | 105 |
|
2020
Q2 | $539K | Buy |
15,377
+81
| +0.5% | +$2.84K | 0.15% | 92 |
|
2020
Q1 | $463K | Buy |
+15,296
| New | +$463K | 0.15% | 92 |
|