SHJ
Sharkey, Howes & Javer’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Sell |
49,044
-6,978
| -12% | -$277K | 0.26% | 64 |
|
|
2025
Q1 | $2M | Sell |
56,022
-34,266
| -38% | -$1.22M | 0.29% | 64 |
|
|
2024
Q4 | $3.09M | Buy |
90,288
+16,657
| +23% | +$570K | 0.43% | 44 |
|
|
2024
Q3 | $2.88M | Sell |
73,631
-7,952
| -10% | -$311K | 0.41% | 47 |
|
|
2024
Q2 | $3.03M | Buy |
81,583
+26,725
| +49% | +$991K | 0.49% | 38 |
|
|
2024
Q1 | $2.09M | Buy |
54,858
+10,791
| +24% | +$411K | 0.34% | 50 |
|
|
2023
Q4 | $1.6M | Sell |
44,067
-17,321
| -28% | -$628K | 0.28% | 47 |
|
|
2023
Q3 | $1.97M | Sell |
61,388
-14,868
| -19% | -$476K | 0.38% | 46 |
|
|
2023
Q2 | $2.62M | Buy |
76,256
+59,593
| +358% | +$2.05M | 0.5% | 31 |
|
|
2023
Q1 | $564K | Buy |
+16,663
| New | +$564K | 0.12% | 68 |
|
|
2022
Q4 | – | Sell |
-14,582
| Closed | -$384K | – | 104 |
|
|
2022
Q3 | $384K | Sell |
14,582
-9,371
| -39% | -$247K | 0.08% | 84 |
|
|
2022
Q2 | $709K | Sell |
23,953
-6,103
| -20% | -$181K | 0.17% | 53 |
|
|
2022
Q1 | $1.1M | Sell |
30,056
-23,007
| -43% | -$840K | 0.25% | 46 |
|
|
2021
Q4 | $2.12M | Sell |
53,063
-36,716
| -41% | -$1.46M | 0.48% | 34 |
|
|
2021
Q3 | $3.42M | Buy |
89,779
+118
| +0.1% | +$4.49K | 0.88% | 23 |
|
|
2021
Q2 | $3.57M | Sell |
89,661
-2,474
| -3% | -$98.5K | 0.95% | 23 |
|
|
2021
Q1 | $3.42M | Sell |
92,135
-94,566
| -51% | -$3.51M | 1.07% | 20 |
|
|
2020
Q4 | $6.82M | Buy |
+186,701
| New | +$6.82M | 2.28% | 13 |
|