Simplicity Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $511K | Sell |
12,162
-190
| -2% | -$7.98K | 0.01% | 660 |
|
|
2023
Q3 | $478K | Sell |
12,352
-7,133
| -37% | -$276K | 0.02% | 612 |
|
|
2023
Q2 | $783K | Buy |
19,485
+3,235
| +20% | +$130K | 0.02% | 533 |
|
|
2023
Q1 | $641K | Buy |
+16,250
| New | +$641K | 0.02% | 613 |
|
|
2021
Q1 | – | Sell |
-93,991
| Closed | -$3.7M | – | 723 |
|
|
2020
Q4 | $3.7M | Buy |
93,991
+8,515
| +10% | +$335K | 0.05% | 270 |
|
|
2020
Q3 | $3.13M | Buy |
85,476
+863
| +1% | +$31.6K | 0.06% | 256 |
|
|
2020
Q2 | $2.97M | Buy |
84,613
+5,527
| +7% | +$194K | 0.06% | 242 |
|
|
2020
Q1 | $2.39M | Buy |
79,086
+28,545
| +56% | +$864K | 0.07% | 207 |
|
|
2019
Q4 | $1.84M | Buy |
50,541
+12,085
| +31% | +$439K | 0.06% | 255 |
|
|
2019
Q3 | $1.29M | Buy |
+38,456
| New | +$1.29M | 0.05% | 243 |
|