Surevest’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-212,467
| Closed | -$6.79M | – | 119 |
|
|
2019
Q4 | $6.79M | Buy |
212,467
+12,464
| +6% | +$398K | 2.9% | 2 |
|
|
2019
Q3 | $5.76M | Buy |
200,003
+24,958
| +14% | +$719K | 2.83% | 4 |
|
|
2019
Q2 | $5.11M | Buy |
175,045
+17,565
| +11% | +$513K | 2.65% | 7 |
|
|
2019
Q1 | $4.53M | Buy |
157,480
+49,326
| +46% | +$1.42M | 2.79% | 5 |
|
|
2018
Q4 | $2.71M | Buy |
+108,154
| New | +$2.71M | 2.14% | 13 |
|