Total Clarity Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-41,281
| Closed | -$1.48M | – | 246 |
|
|
2022
Q3 | $1.48M | Sell |
41,281
-241
| -0.6% | -$8.65K | 0.93% | 27 |
|
|
2022
Q2 | $1.55M | Buy |
41,522
+845
| +2% | +$31.6K | 0.8% | 26 |
|
|
2022
Q1 | $1.75M | Sell |
40,677
-16,069
| -28% | -$690K | 0.96% | 27 |
|
|
2021
Q4 | $2.6M | Buy |
56,746
+48,273
| +570% | +$2.21M | 1.18% | 16 |
|
|
2021
Q3 | $366K | Buy |
8,473
+3
| +0% | +$130 | 0.17% | 135 |
|
|
2021
Q2 | $374K | Sell |
8,470
-13,264
| -61% | -$586K | 0.21% | 137 |
|
|
2021
Q1 | $897K | Sell |
21,734
-3,702
| -15% | -$153K | 0.52% | 46 |
|
|
2020
Q4 | $1M | Sell |
25,436
-13,152
| -34% | -$517K | 0.69% | 40 |
|
|
2020
Q3 | $1.41M | Buy |
38,588
+5,338
| +16% | +$195K | 1.23% | 22 |
|
|
2020
Q2 | $1.17M | Buy |
+33,250
| New | +$1.17M | 1.07% | 28 |
|
|
2020
Q1 | – | Sell |
-36,503
| Closed | -$1.33M | – | 329 |
|
|
2019
Q4 | $1.33M | Buy |
+36,503
| New | +$1.33M | 0.99% | 25 |
|