SSWM
Sheets Smith Wealth Management’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Sell |
35,907
-9,050
| -20% | -$408K | 0.19% | 112 |
|
|
2025
Q1 | $1.95M | Sell |
44,957
-19,075
| -30% | -$828K | 0.24% | 93 |
|
|
2024
Q4 | $2.78M | Buy |
64,032
+106
| +0.2% | +$4.61K | 0.34% | 73 |
|
|
2024
Q3 | $2.92M | Sell |
63,926
-1,436
| -2% | -$65.6K | 0.36% | 69 |
|
|
2024
Q2 | $2.98M | Sell |
65,362
-15,403
| -19% | -$702K | 0.36% | 70 |
|
|
2024
Q1 | $3.71M | Sell |
80,765
-3,660
| -4% | -$168K | 0.42% | 61 |
|
|
2023
Q4 | $3.55M | Buy |
84,425
+486
| +0.6% | +$20.4K | 0.5% | 52 |
|
|
2023
Q3 | $3.25M | Sell |
83,939
-1,529
| -2% | -$59.2K | 0.5% | 54 |
|
|
2023
Q2 | $3.43M | Sell |
85,468
-602
| -0.7% | -$24.2K | 0.5% | 53 |
|
|
2023
Q1 | $3.39M | Sell |
86,070
-8,005
| -9% | -$316K | 0.52% | 49 |
|
|
2022
Q4 | $3.35M | Sell |
94,075
-1,078
| -1% | -$38.4K | 0.52% | 51 |
|
|
2022
Q3 | $3.42M | Sell |
95,153
-5,653
| -6% | -$203K | 0.57% | 48 |
|
|
2022
Q2 | $3.77M | Buy |
100,806
+601
| +0.6% | +$22.5K | 0.62% | 43 |
|
|
2022
Q1 | $4.3M | Sell |
100,205
-21,213
| -17% | -$911K | 0.59% | 43 |
|
|
2021
Q4 | $5.56M | Sell |
121,418
-811
| -0.7% | -$37.1K | 0.69% | 37 |
|
|
2021
Q3 | $5.28M | Buy |
122,229
+1,668
| +1% | +$72K | 0.72% | 36 |
|
|
2021
Q2 | $5.32M | Sell |
120,561
-11,982
| -9% | -$529K | 0.72% | 37 |
|
|
2021
Q1 | $5.47M | Buy |
132,543
+4,822
| +4% | +$199K | 0.81% | 33 |
|
|
2020
Q4 | $5.02M | Sell |
127,721
-181
| -0.1% | -$7.12K | 0.76% | 35 |
|
|
2020
Q3 | $4.68M | Buy |
127,902
+15,437
| +14% | +$564K | 0.81% | 34 |
|
|
2020
Q2 | $3.95M | Buy |
112,465
+104,617
| +1,333% | +$3.67M | 0.79% | 35 |
|
|
2020
Q1 | $238K | Buy |
7,848
+1,574
| +25% | +$47.7K | 0.05% | 229 |
|
|
2019
Q4 | $228K | Buy |
+6,274
| New | +$228K | 0.04% | 299 |
|