LPWM
Lake Point Wealth Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $23.7M | Sell |
633,631
-38,903
| -6% | -$1.46M | 13.47% | 1 |
|
|
2022
Q1 | $28.9M | Buy |
672,534
+11,833
| +2% | +$508K | 13.36% | 2 |
|
|
2021
Q4 | $30.2M | Buy |
660,701
+19,074
| +3% | +$873K | 13.2% | 2 |
|
|
2021
Q3 | $27.7M | Buy |
641,627
+12,249
| +2% | +$529K | 12.77% | 3 |
|
|
2021
Q2 | $27.8M | Buy |
+629,378
| New | +$27.8M | 12.95% | 3 |
|