MWM
Marietta 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.7M | Buy |
349,541
+14,039
| +4% | +$632K | 2.05% | 12 |
|
|
2025
Q1 | $14.6M | Buy |
335,502
+20,569
| +7% | +$893K | 2.14% | 9 |
|
|
2024
Q4 | $13.7M | Buy |
314,933
+8,775
| +3% | +$381K | 1.96% | 12 |
|
|
2024
Q3 | $14M | Buy |
306,158
+8,284
| +3% | +$379K | 2.03% | 11 |
|
|
2024
Q2 | $13.6M | Buy |
297,874
+19,422
| +7% | +$885K | 2.12% | 10 |
|
|
2024
Q1 | $12.8M | Buy |
278,452
+11,789
| +4% | +$542K | 2.11% | 10 |
|
|
2023
Q4 | $11.2M | Buy |
266,663
+6,121
| +2% | +$257K | 1.99% | 11 |
|
|
2023
Q3 | $10.1M | Buy |
260,542
+60,241
| +30% | +$2.33M | 2.01% | 11 |
|
|
2023
Q2 | $8.05M | Buy |
+200,301
| New | +$8.05M | 1.52% | 15 |
|