Sowell 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,984
| Closed | -$469K | – | 555 |
|
|
2024
Q3 | $469K | Buy |
11,984
+27
| +0.2% | +$1.06K | 0.02% | 450 |
|
|
2024
Q2 | $443K | Sell |
11,957
-163
| -1% | -$6.04K | 0.02% | 448 |
|
|
2024
Q1 | $461K | Sell |
12,120
-1,341
| -10% | -$51K | 0.02% | 461 |
|
|
2023
Q4 | $488K | Sell |
13,461
-564
| -4% | -$20.4K | 0.03% | 433 |
|
|
2023
Q3 | $449K | Sell |
14,025
-322
| -2% | -$10.3K | 0.03% | 415 |
|
|
2023
Q2 | $494K | Buy |
+14,347
| New | +$494K | 0.03% | 455 |
|
|
2023
Q1 | – | Sell |
-15,339
| Closed | -$470K | – | 801 |
|
|
2022
Q4 | $470K | Buy |
+15,339
| New | +$470K | 0.03% | 436 |
|