Strategic Family Wealth Counselors’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $404K | Buy |
8,960
+9
| +0.1% | +$405 | 0.12% | 104 |
|
|
2025
Q1 | $388K | Sell |
8,951
-34
| -0.4% | -$1.48K | 0.13% | 96 |
|
|
2024
Q4 | $391K | Sell |
8,985
-407
| -4% | -$17.7K | 0.13% | 97 |
|
|
2024
Q3 | $429K | Buy |
9,392
+412
| +5% | +$18.8K | 0.15% | 84 |
|
|
2024
Q2 | $409K | Buy |
8,980
+5
| +0.1% | +$228 | 0.16% | 79 |
|
|
2024
Q1 | $412K | Buy |
8,975
+2
| +0% | +$92 | 0.16% | 71 |
|
|
2023
Q4 | $377K | Buy |
8,973
+2
| +0% | +$84 | 0.16% | 71 |
|
|
2023
Q3 | $348K | Buy |
8,971
+1,379
| +18% | +$53.4K | 0.17% | 69 |
|
|
2023
Q2 | $305K | Buy |
7,592
+345
| +5% | +$13.9K | 0.14% | 77 |
|
|
2023
Q1 | $286K | Buy |
7,247
+2
| +0% | +$79 | 0.14% | 79 |
|
|
2022
Q4 | $258K | Buy |
7,245
+52
| +0.7% | +$1.85K | 0.13% | 84 |
|
|
2022
Q3 | $258K | Buy |
7,193
+5
| +0.1% | +$179 | 0.13% | 76 |
|
|
2022
Q2 | $269K | Buy |
7,188
+9
| +0.1% | +$337 | 0.13% | 72 |
|
|
2022
Q1 | $308K | Buy |
7,179
+249
| +4% | +$10.7K | 0.12% | 75 |
|
|
2021
Q4 | $317K | Sell |
6,930
-170
| -2% | -$7.78K | 0.1% | 76 |
|
|
2021
Q3 | $307K | Sell |
7,100
-82
| -1% | -$3.55K | 0.11% | 66 |
|
|
2021
Q2 | $317K | Sell |
7,182
-583
| -8% | -$25.7K | 0.1% | 62 |
|
|
2021
Q1 | $321K | Buy |
7,765
+6
| +0.1% | +$248 | 0.12% | 62 |
|
|
2020
Q4 | $305K | Buy |
7,759
+11
| +0.1% | +$432 | 0.16% | 62 |
|
|
2020
Q3 | $283K | Buy |
7,748
+4
| +0.1% | +$146 | 0.16% | 60 |
|
|
2020
Q2 | $272K | Sell |
7,744
-4,563
| -37% | -$160K | 0.17% | 61 |
|
|
2020
Q1 | $373K | Buy |
12,307
+68
| +0.6% | +$2.06K | 0.28% | 47 |
|
|
2019
Q4 | $445K | Buy |
12,239
+19
| +0.2% | +$691 | 0.36% | 42 |
|
|
2019
Q3 | $411K | Buy |
12,220
+51
| +0.4% | +$1.72K | 0.31% | 45 |
|
|
2019
Q2 | $398K | Buy |
12,169
+5
| +0% | +$164 | 0.31% | 45 |
|
|
2019
Q1 | $392K | Hold |
12,164
| – | – | 0.32% | 44 |
|
|
2018
Q4 | $338K | Buy |
+12,164
| New | +$338K | 0.38% | 42 |
|