Mutual Advisors’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $645K | Sell |
16,235
-2,705
| -14% | -$107K | 0.02% | 668 |
|
|
2025
Q1 | $697K | Sell |
18,940
-5,464
| -22% | -$201K | 0.02% | 582 |
|
|
2024
Q4 | $851K | Buy |
24,404
+350
| +1% | +$12.2K | 0.02% | 533 |
|
|
2024
Q3 | $895K | Buy |
24,054
+423
| +2% | +$15.7K | 0.03% | 518 |
|
|
2024
Q2 | $877K | Buy |
23,631
+3,329
| +16% | +$124K | 0.03% | 521 |
|
|
2024
Q1 | $773K | Buy |
20,302
+369
| +2% | +$14K | 0.02% | 565 |
|
|
2023
Q4 | $723K | Buy |
19,933
+129
| +0.7% | +$4.68K | 0.03% | 546 |
|
|
2023
Q3 | $634K | Buy |
19,804
+1,263
| +7% | +$40.4K | 0.02% | 549 |
|
|
2023
Q2 | $638K | Buy |
18,541
+3,404
| +22% | +$117K | 0.02% | 562 |
|
|
2023
Q1 | $513K | Sell |
15,137
-1,430
| -9% | -$48.4K | 0.02% | 611 |
|
|
2022
Q4 | $507K | Buy |
16,567
+556
| +3% | +$17K | 0.02% | 586 |
|
|
2022
Q3 | $421K | Buy |
+16,011
| New | +$421K | 0.02% | 611 |
|