Kolinsky 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
Q4 | $2.91M | Sell |
66,988
-12,753
| -16% | -$554K | 1.78% | 9 |
|
|
2024
Q3 | $3.64M | Buy |
79,741
+9,466
| +13% | +$433K | 2.37% | 8 |
|
|
2024
Q2 | $3.2M | Buy |
70,275
+10,454
| +17% | +$477K | 2.3% | 8 |
|
|
2024
Q1 | $2.75M | Buy |
59,821
+6,923
| +13% | +$318K | 2.1% | 8 |
|
|
2023
Q4 | $2.22M | Buy |
52,898
+44,426
| +524% | +$1.87M | 1.95% | 7 |
|
|
2023
Q3 | $328K | Buy |
8,472
+246
| +3% | +$9.53K | 0.33% | 74 |
|
|
2023
Q2 | $327K | Buy |
8,226
+497
| +6% | +$19.8K | 0.31% | 79 |
|
|
2023
Q1 | $305K | Buy |
7,729
+270
| +4% | +$10.7K | 0.32% | 76 |
|
|
2022
Q4 | $266K | Sell |
7,459
-372
| -5% | -$13.3K | 0.3% | 87 |
|
|
2022
Q3 | $281K | Buy |
7,831
+394
| +5% | +$14.1K | 0.35% | 73 |
|
|
2022
Q2 | $278K | Buy |
7,437
+30
| +0.4% | +$1.12K | 0.33% | 78 |
|
|
2022
Q1 | $318K | Buy |
+7,407
| New | +$318K | 0.31% | 72 |
|