Trademark Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Sell |
6,432
-10,197
| -61% | -$459K | 0.18% | 75 |
|
|
2025
Q1 | $722K | Sell |
16,629
-328
| -2% | -$14.2K | 0.55% | 43 |
|
|
2024
Q4 | $737K | Sell |
16,957
-14,911
| -47% | -$648K | 0.59% | 36 |
|
|
2024
Q3 | $1.46M | Sell |
31,868
-4,270
| -12% | -$195K | 1.16% | 20 |
|
|
2024
Q2 | $1.65M | Buy |
36,138
+10,748
| +42% | +$490K | 1.34% | 18 |
|
|
2024
Q1 | $1.17M | Sell |
25,390
-476
| -2% | -$21.9K | 0.97% | 24 |
|
|
2023
Q4 | $1.09M | Buy |
+25,866
| New | +$1.09M | 0.8% | 27 |
|