Level Four Advisory Services’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
Q2 | – | Sell |
-51,960
| Closed | -$2.18M | – | 808 |
|
2024
Q1 | $2.18M | Buy |
51,960
+2,372
| +5% | +$99.6K | 0.12% | 188 |
|
2023
Q4 | $2.08M | Buy |
49,588
+4,014
| +9% | +$169K | 0.12% | 194 |
|
2023
Q3 | $1.77M | Buy |
45,574
+4,750
| +12% | +$184K | 0.11% | 202 |
|
2023
Q2 | $1.64M | Buy |
40,824
+14,996
| +58% | +$602K | 0.1% | 220 |
|
2023
Q1 | $1.02M | Sell |
25,828
-14,584
| -36% | -$575K | 0.07% | 276 |
|
2022
Q4 | $1.44M | Buy |
+40,412
| New | +$1.44M | 0.11% | 198 |
|