Patten Group’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $411K | Sell |
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|
2025
Q1 | $714K | Sell |
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|
2024
Q4 | $805K | Sell |
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|
2024
Q3 | $868K | Sell |
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|
2024
Q2 | $1.33M | Buy |
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|
2024
Q1 | $1.31M | Buy |
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|
2023
Q4 | $1.08M | Buy |
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|
2023
Q3 | $695K | Buy |
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|
2023
Q2 | $661K | Buy |
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|
2023
Q1 | $582K | Buy |
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|
2022
Q4 | $472K | Sell |
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|
2022
Q3 | $547K | Sell |
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|
2022
Q2 | $596K | Sell |
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|
2022
Q1 | $678K | Buy |
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|
2021
Q4 | $641K | Buy |
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|
2021
Q3 | $326K | Sell |
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|
2021
Q2 | $334K | Buy |
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|
2021
Q1 | $305K | Buy |
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|
2020
Q4 | $283K | Hold |
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|
2020
Q3 | $263K | Sell |
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|
2020
Q2 | $269K | Buy |
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|
2020
Q1 | $231K | Sell |
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|
2019
Q4 | $331K | Buy |
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|
2019
Q3 | $271K | Sell |
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|
2019
Q2 | $594K | Sell |
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|
2019
Q1 | $587K | Buy |
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|
2018
Q4 | $465K | Sell |
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|
2018
Q3 | $833K | Buy |
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|
2018
Q2 | $696K | Sell |
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|
2018
Q1 | $761K | Sell |
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|
2017
Q4 | $940K | Buy |
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|
2017
Q3 | $788K | Sell |
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|
2017
Q2 | $810K | Buy |
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