United Advisor Group’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 | $2.69M | Buy |
59,787
+1,028
| +2% | +$46.3K | 0.47% | 60 |
|
2025
Q1 | $2.55M | Buy |
58,759
+3,841
| +7% | +$167K | 0.52% | 49 |
|
2024
Q4 | $2.39M | Sell |
54,918
-3,990
| -7% | -$173K | 0.47% | 53 |
|
2024
Q3 | $2.69M | Buy |
58,908
+10,592
| +22% | +$484K | 0.61% | 41 |
|
2024
Q2 | $2.2M | Buy |
48,316
+6,521
| +16% | +$297K | 0.68% | 37 |
|
2024
Q1 | $1.92M | Buy |
+41,795
| New | +$1.92M | 0.72% | 38 |
|