Regal Investment 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
Q1 | – | Sell |
-17,839
| Closed | -$775K | – | 475 |
|
|
2024
Q4 | $775K | Buy |
17,839
+1,372
| +8% | +$59.6K | 0.06% | 261 |
|
|
2024
Q3 | $753K | Sell |
16,467
-810
| -5% | -$37K | 0.05% | 281 |
|
|
2024
Q2 | $788K | Buy |
17,277
+60
| +0.3% | +$2.74K | 0.05% | 288 |
|
|
2024
Q1 | $791K | Sell |
17,217
-1,485
| -8% | -$68.2K | 0.05% | 282 |
|
|
2023
Q4 | $785K | Buy |
18,702
+665
| +4% | +$27.9K | 0.06% | 258 |
|
|
2023
Q3 | $699K | Sell |
18,037
-133
| -0.7% | -$5.15K | 0.06% | 244 |
|
|
2023
Q2 | $730K | Buy |
18,170
+898
| +5% | +$36.1K | 0.06% | 237 |
|
|
2023
Q1 | $681K | Buy |
+17,272
| New | +$681K | 0.06% | 239 |
|