Priebe Wealth Holdings’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 | $1.44M | Sell |
36,300
-6,250
| -15% | -$248K | 1.25% | 19 |
|
|
2025
Q1 | $1.52M | Buy |
42,550
+4,700
| +12% | +$168K | 0.95% | 17 |
|
|
2024
Q4 | $1.29M | Buy |
37,850
+13,900
| +58% | +$476K | 0.88% | 20 |
|
|
2024
Q3 | $938K | Buy |
23,950
+13,050
| +120% | +$511K | 0.68% | 22 |
|
|
2024
Q2 | $404K | Buy |
10,900
+2,050
| +23% | +$76K | 0.32% | 34 |
|
|
2024
Q1 | $337K | Buy |
8,850
+2,900
| +49% | +$110K | 0.26% | 36 |
|
|
2023
Q4 | $216K | Buy |
+5,950
| New | +$216K | 0.18% | 57 |
|