Laurel Wealth Planning’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 | $250K | Sell |
5,551
-94,067
| -94% | -$4.24M | 0.14% | 48 |
|
|
2025
Q1 | $4.32M | Sell |
99,618
-26,265
| -21% | -$1.14M | 2.87% | 15 |
|
|
2024
Q4 | $5.47M | Buy |
125,883
+2,079
| +2% | +$90.4K | 3.53% | 9 |
|
|
2024
Q3 | $5.66M | Sell |
123,804
-16,041
| -11% | -$733K | 3.7% | 9 |
|
|
2024
Q2 | $6.38M | Sell |
139,845
-32,613
| -19% | -$1.49M | 4.44% | 9 |
|
|
2024
Q1 | $7.92M | Sell |
172,458
-1,851
| -1% | -$85K | 5.26% | 7 |
|
|
2023
Q4 | $7.32M | Buy |
174,309
+6,846
| +4% | +$287K | 5.18% | 7 |
|
|
2023
Q3 | $6.49M | Buy |
167,463
+27,249
| +19% | +$1.06M | 5.05% | 7 |
|
|
2023
Q2 | $5.63M | Buy |
140,214
+93,494
| +200% | +$3.76M | 4.02% | 7 |
|
|
2023
Q1 | $1.84M | Buy |
46,720
+2,425
| +5% | +$95.6K | 1.22% | 31 |
|
|
2022
Q4 | $1.58M | Buy |
44,295
+10,328
| +30% | +$368K | 1.02% | 32 |
|
|
2022
Q3 | $1.22M | Buy |
33,967
+31,896
| +1,540% | +$1.14M | 0.9% | 31 |
|
|
2022
Q2 | $77K | Hold |
2,071
| – | – | 0.05% | 90 |
|
|
2022
Q1 | $89K | Sell |
2,071
-430
| -17% | -$18.5K | 0.06% | 98 |
|
|
2021
Q4 | $114K | Hold |
2,501
| – | – | 0.09% | 72 |
|
|
2021
Q3 | $108K | Hold |
2,501
| – | – | 0.09% | 71 |
|
|
2021
Q2 | $110K | Hold |
2,501
| – | – | 0.1% | 56 |
|
|
2021
Q1 | $103K | Buy |
2,501
+100
| +4% | +$4.12K | 0.09% | 54 |
|
|
2020
Q4 | $94K | Buy |
+2,401
| New | +$94K | 0.09% | 52 |
|