Sargent Bickham Lagudis’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-73
| Closed | -$2K | – | 779 |
|
2019
Q1 | $2K | Sell |
73
-18
| -20% | -$493 | ﹤0.01% | 752 |
|
2018
Q4 | $3K | Sell |
91
-9
| -9% | -$297 | ﹤0.01% | 699 |
|
2018
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 719 |
|
2018
Q2 | $3K | Sell |
100
-1,751
| -95% | -$52.5K | ﹤0.01% | 701 |
|
2018
Q1 | $57K | Sell |
1,851
-63,569
| -97% | -$1.96M | 0.01% | 340 |
|
2017
Q4 | $2.07M | Buy |
65,420
+431
| +0.7% | +$13.7K | 0.25% | 89 |
|
2017
Q3 | $1.99M | Sell |
64,989
-11,320
| -15% | -$347K | 0.25% | 93 |
|
2017
Q2 | $2.26M | Buy |
76,309
+3,288
| +5% | +$97.3K | 0.29% | 77 |
|
2017
Q1 | $2.08M | Buy |
+73,021
| New | +$2.08M | 0.27% | 87 |
|