MLA
My Legacy Advisors’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Sell |
5,527
-6,375
| -54% | -$254K | 0.08% | 201 |
|
|
2025
Q1 | $425K | Sell |
11,902
-166
| -1% | -$5.92K | 0.16% | 148 |
|
|
2024
Q4 | $418K | Buy |
12,068
+540
| +5% | +$18.7K | 0.16% | 143 |
|
|
2024
Q3 | $451K | Sell |
11,528
-18,642
| -62% | -$730K | 0.18% | 138 |
|
|
2024
Q2 | $1.12M | Sell |
30,170
-2,959
| -9% | -$110K | 0.36% | 75 |
|
|
2024
Q1 | $1.26M | Sell |
33,129
-4,629
| -12% | -$176K | 0.42% | 59 |
|
|
2023
Q4 | $1.35M | Sell |
37,758
-11,943
| -24% | -$428K | 0.49% | 52 |
|
|
2023
Q3 | $1.55M | Buy |
49,701
+6,255
| +14% | +$195K | 0.63% | 38 |
|
|
2023
Q2 | $1.53M | Buy |
43,446
+1,954
| +5% | +$68.6K | 0.6% | 41 |
|
|
2023
Q1 | $1.41M | Buy |
41,492
+27,025
| +187% | +$920K | 0.61% | 47 |
|
|
2022
Q4 | $484K | Sell |
14,467
-2,639
| -15% | -$88.3K | 0.21% | 155 |
|
|
2022
Q3 | $448K | Buy |
17,106
+4,851
| +40% | +$127K | 0.23% | 154 |
|
|
2022
Q2 | $354K | Buy |
+12,255
| New | +$354K | 0.18% | 163 |
|