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MRCM
M&R Capital Management’s
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
Stock Holding History
M&R Capital Management’s Portfolio
IHDG Stock Details
IHDG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q1
–
Sell
-1,000
Closed
-$35.6K
–
625
2022
Q4
$35.6K
Hold
1,000
–
–
0.01%
253
2022
Q3
$35K
Hold
1,000
–
–
0.01%
241
2022
Q2
$37K
Hold
1,000
–
–
0.01%
247
2022
Q1
$42K
Hold
1,000
–
–
0.01%
248
2021
Q4
$45K
Hold
1,000
–
–
0.01%
241
2021
Q3
$43K
Hold
1,000
–
–
0.01%
241
2021
Q2
$44K
Hold
1,000
–
–
0.01%
246
2021
Q1
$41K
Hold
1,000
–
–
0.01%
238
2020
Q4
$39K
Hold
1,000
–
–
0.01%
255
2020
Q3
$36K
Hold
1,000
–
–
0.01%
266
2020
Q2
$35K
Hold
1,000
–
–
0.01%
268
2020
Q1
$30K
Hold
1,000
–
–
0.01%
272
2019
Q4
$36K
Hold
1,000
–
–
0.01%
286
2019
Q3
$33K
Hold
1,000
–
–
0.01%
310
2019
Q2
$32K
Hold
1,000
–
–
0.01%
317
2019
Q1
$33K
Hold
1,000
–
–
0.01%
320
2018
Q4
$27K
Hold
1,000
–
–
0.01%
323
2018
Q3
$32K
Sell
1,000
-200
-17%
-$6.46K
0.01%
335
2018
Q2
$38K
Hold
1,200
–
–
0.01%
311
2018
Q1
$37K
Hold
1,200
–
–
0.01%
330
2017
Q4
$38K
Hold
1,200
–
–
0.01%
327
2017
Q3
$36K
Hold
1,200
–
–
0.01%
329
2017
Q2
$35K
Buy
+1,200
New
+$35.7K
0.01%
327
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$75.1B AUM
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1-Year Est. Return
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$26.4B AUM
21.05%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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