OAM
Occidental Asset Management’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
Q1 | – | Sell |
-79,810
| Closed | -$2.73M | – | 252 |
|
|
2024
Q4 | $2.73M | Buy |
79,810
+11,009
| +16% | +$377K | 0.43% | 67 |
|
|
2024
Q3 | $2.69M | Buy |
68,801
+73
| +0.1% | +$2.86K | 0.43% | 67 |
|
|
2024
Q2 | $2.55M | Buy |
68,728
+3,431
| +5% | +$127K | 0.45% | 67 |
|
|
2024
Q1 | $2.49M | Buy |
65,297
+1,362
| +2% | +$51.8K | 0.46% | 65 |
|
|
2023
Q4 | $2.32M | Buy |
63,935
+1,239
| +2% | +$44.9K | 0.48% | 59 |
|
|
2023
Q3 | $2.01M | Buy |
62,696
+14,942
| +31% | +$478K | 0.46% | 61 |
|
|
2023
Q2 | $1.64M | Buy |
+47,754
| New | +$1.64M | 0.37% | 75 |
|