Melone Private Wealth’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 | $13.8M | Buy |
304,769
+9,779
| +3% | +$442K | 7.05% | 4 |
|
|
2025
Q1 | $12.8M | Buy |
294,990
+3,628
| +1% | +$157K | 6.7% | 4 |
|
|
2024
Q4 | $12.7M | Sell |
291,362
-12,298
| -4% | -$535K | 6.56% | 4 |
|
|
2024
Q3 | $13.9M | Buy |
303,660
+14,217
| +5% | +$650K | 7.37% | 3 |
|
|
2024
Q2 | $13.2M | Buy |
289,443
+4,209
| +1% | +$192K | 7.82% | 2 |
|
|
2024
Q1 | $13.1M | Buy |
285,234
+2,754
| +1% | +$127K | 7.87% | 2 |
|
|
2023
Q4 | $11.9M | Buy |
282,480
+47,015
| +20% | +$1.97M | 7.55% | 3 |
|
|
2023
Q3 | $9.12M | Buy |
235,465
+14,858
| +7% | +$576K | 6.52% | 4 |
|
|
2023
Q2 | $8.86M | Buy |
220,607
+16,010
| +8% | +$643K | 6.25% | 4 |
|
|
2023
Q1 | $8.04M | Buy |
204,597
+57,067
| +39% | +$2.24M | 6.13% | 4 |
|
|
2022
Q4 | $5.26M | Buy |
147,530
+4,815
| +3% | +$172K | 4.45% | 8 |
|
|
2022
Q3 | $5.32M | Buy |
142,715
+5,499
| +4% | +$205K | 4.64% | 7 |
|
|
2022
Q2 | $5.23M | Buy |
137,216
+3,059
| +2% | +$117K | 4.43% | 7 |
|
|
2022
Q1 | $5.61M | Buy |
134,157
+15,928
| +13% | +$666K | 4.58% | 6 |
|
|
2021
Q4 | $5.41M | Buy |
+118,229
| New | +$5.41M | 4.07% | 8 |
|