Security Financial Services’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 | $4.77M | Buy |
120,315
+15,772
| +15% | +$625K | 0.84% | 36 |
|
|
2025
Q1 | $3.73M | Sell |
104,543
-178,979
| -63% | -$6.39M | 0.74% | 35 |
|
|
2024
Q4 | $9.7M | Buy |
283,522
+83,097
| +41% | +$2.84M | 1.97% | 17 |
|
|
2024
Q3 | $7.85M | Sell |
200,425
-44,771
| -18% | -$1.75M | 1.6% | 20 |
|
|
2024
Q2 | $9.09M | Buy |
245,196
+129,288
| +112% | +$4.8M | 1.98% | 14 |
|
|
2024
Q1 | $4.41M | Sell |
115,908
-20,442
| -15% | -$778K | 1% | 24 |
|
|
2023
Q4 | $4.95M | Sell |
136,350
-21,042
| -13% | -$763K | 1.21% | 25 |
|
|
2023
Q3 | $5.04M | Buy |
+157,392
| New | +$5.04M | 1.42% | 19 |
|