Prism Advisors’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.4M | Sell |
474,363
-81,116
| -15% | -$3.65M | 6.09% | 1 |
|
|
2025
Q1 | $24.1M | Sell |
555,479
-10,132
| -2% | -$440K | 7.42% | 1 |
|
|
2024
Q4 | $24.6M | Sell |
565,611
-17,079
| -3% | -$742K | 7.37% | 1 |
|
|
2024
Q3 | $26.6M | Buy |
582,690
+9,489
| +2% | +$434K | 7.62% | 1 |
|
|
2024
Q2 | $26.1M | Sell |
573,201
-86
| -0% | -$3.92K | 7.92% | 1 |
|
|
2024
Q1 | $26.3M | Buy |
573,287
+49,053
| +9% | +$2.25M | 7.91% | 1 |
|
|
2023
Q4 | $22M | Buy |
524,234
+36,916
| +8% | +$1.55M | 7.09% | 3 |
|
|
2023
Q3 | $18.9M | Buy |
+487,318
| New | +$18.9M | 6.61% | 4 |
|