United Capital Financial Advisors’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 | $5.38M | Sell |
119,506
-21,246
| -15% | -$957K | 0.04% | 270 |
|
|
2025
Q1 | $6.11M | Sell |
140,752
-1,505
| -1% | -$65.3K | 0.05% | 246 |
|
|
2024
Q4 | $6.18M | Sell |
142,257
-610
| -0.4% | -$26.5K | 0.05% | 230 |
|
|
2024
Q3 | $6.53M | Sell |
142,867
-376
| -0.3% | -$17.2K | 0.05% | 224 |
|
|
2024
Q2 | $6.53M | Sell |
143,243
-3,818
| -3% | -$174K | 0.06% | 222 |
|
|
2024
Q1 | $6.76M | Sell |
147,061
-200
| -0.1% | -$9.19K | 0.06% | 225 |
|
|
2023
Q4 | $6.18M | Sell |
147,261
-518
| -0.4% | -$21.8K | 0.05% | 262 |
|
|
2023
Q3 | $5.72M | Sell |
147,779
-6,416
| -4% | -$249K | 0.04% | 283 |
|
|
2023
Q2 | $6.19M | Sell |
154,195
-55,917
| -27% | -$2.25M | 0.03% | 287 |
|
|
2023
Q1 | $8.28M | Sell |
210,112
-18,247
| -8% | -$719K | 0.05% | 263 |
|
|
2022
Q4 | $8.14M | Sell |
228,359
-22,526
| -9% | -$803K | 0.05% | 273 |
|
|
2022
Q3 | $9M | Sell |
250,885
-56,433
| -18% | -$2.03M | 0.05% | 255 |
|
|
2022
Q2 | $11.5M | Sell |
307,318
-6,569
| -2% | -$246K | 0.06% | 241 |
|
|
2022
Q1 | $13.5M | Buy |
313,887
+4,154
| +1% | +$178K | 0.07% | 242 |
|
|
2021
Q4 | $14.2M | Buy |
309,733
+7,929
| +3% | +$363K | 0.07% | 243 |
|
|
2021
Q3 | $13M | Sell |
301,804
-13,904
| -4% | -$600K | 0.07% | 248 |
|
|
2021
Q2 | $13.9M | Sell |
315,708
-9,264
| -3% | -$409K | 0.07% | 241 |
|
|
2021
Q1 | $13.4M | Sell |
324,972
-9,346
| -3% | -$386K | 0.07% | 229 |
|
|
2020
Q4 | $13.1M | Buy |
334,318
+3,596
| +1% | +$141K | 0.08% | 228 |
|
|
2020
Q3 | $12.1M | Buy |
330,722
+15,287
| +5% | +$559K | 0.08% | 225 |
|
|
2020
Q2 | $11.1M | Sell |
315,435
-1,008
| -0.3% | -$35.4K | 0.08% | 236 |
|
|
2020
Q1 | $9.58M | Buy |
316,443
+144,366
| +84% | +$4.37M | 0.08% | 242 |
|
|
2019
Q4 | $6.25M | Buy |
172,077
+44,821
| +35% | +$1.63M | 0.04% | 383 |
|
|
2019
Q3 | $4.28M | Buy |
127,256
+18,616
| +17% | +$626K | 0.03% | 444 |
|
|
2019
Q2 | $3.56M | Sell |
108,640
-700
| -0.6% | -$22.9K | 0.02% | 481 |
|
|
2019
Q1 | $3.52M | Sell |
109,340
-25,751
| -19% | -$829K | 0.02% | 473 |
|
|
2018
Q4 | $3.76M | Buy |
+135,091
| New | +$3.76M | 0.03% | 429 |
|