Sowell Financial Services’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.52M	Buy	31,494 +4,532	+17%	+$226K	0.06%	359
2025 Q4	$1.31M	Buy	26,962 +3,840	+17%	+$182K	0.05%	371
2025 Q3	$1.07M	Buy	23,122 +4,504	+24%	+$204K	0.04%	406
2025 Q2	$839K	Buy	18,618 +2,203	+13%	+$96.5K	0.03%	461
2025 Q1	$712K	Buy	16,415 +5,006	+44%	+$227K	0.03%	491
2024 Q4	$496K	Sell	11,409 -65,814	-85%	-$2.94M	0.03%	410
2024 Q3	$3.53M	Buy	77,223 +8,675	+13%	+$392K	0.16%	139
2024 Q2	$3.13M	Sell	68,548 -9,952	-13%	-$453K	0.15%	153
2024 Q1	$3.61M	Sell	78,500 -5,121	-6%	-$224K	0.17%	140
2023 Q4	$3.51M	Sell	83,621 -4,002	-5%	-$159K	0.19%	136
2023 Q3	$3.4M	Sell	87,623 -10,385	-11%	-$411K	0.21%	124
2023 Q2	$3.94M	Buy	+98,008	New	+$3.93M	0.22%	109
2023 Q1	–	Sell	-121,743	Closed	-$4.34M	–	798
2022 Q4	$4.34M	Buy	+121,743	New	+$4.61M	0.28%	89
2022 Q1	–	Sell	-12,821	Closed	-$587K	–	321
2021 Q4	$587K	Buy	12,821 +2,661	+26%	+$119K	0.03%	414
2021 Q3	$439K	Buy	+10,160	New	+$460K	0.03%	413
2021 Q2	–	Sell	-8,146	Closed	-$352K	–	1558
2021 Q1	$352K	Buy	8,146 +1,879	+30%	+$76.4K	0.01%	774
2020 Q4	$246K	Buy	6,267 +1,512	+32%	+$57.2K	0.01%	766
2020 Q3	$174K	Buy	4,755 +2	+0%	+$72	0.01%	778
2020 Q2	$167K	Buy	4,753 +1,852	+64%	+$61.9K	0.01%	789
2020 Q1	$88K	Buy	2,901 +1,095	+61%	+$37.7K	0.01%	887
2019 Q4	$66K	Buy	1,806 +1,629	+920%	+$56.8K	0.01%	1054
2019 Q3	$6K	Buy	+177	New	+$5.85K	﹤0.01%	1690
2017 Q1	–	Sell	-98	Closed	-$3K	–	408
2016 Q4	$3K	Buy	+98	New	+$2.53K	﹤0.01%	565