V Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,520
| Closed | -$382K | – | 224 |
|
|
2023
Q2 | $382K | Sell |
9,520
-668
| -7% | -$26.8K | 0.06% | 238 |
|
|
2023
Q1 | $402K | Sell |
10,188
-725
| -7% | -$28.6K | 0.08% | 233 |
|
|
2022
Q4 | $389K | Sell |
10,913
-1,175
| -10% | -$41.9K | 0.08% | 234 |
|
|
2022
Q3 | $434K | Sell |
12,088
-326
| -3% | -$11.7K | 0.09% | 222 |
|
|
2022
Q2 | $465K | Sell |
12,414
-681
| -5% | -$25.5K | 0.09% | 228 |
|
|
2022
Q1 | $562K | Sell |
13,095
-1,585
| -11% | -$68K | 0.09% | 221 |
|
|
2021
Q4 | $672K | Buy |
14,680
+6
| +0% | +$275 | 0.1% | 199 |
|
|
2021
Q3 | $633K | Buy |
14,674
+1,057
| +8% | +$45.6K | 0.1% | 216 |
|
|
2021
Q2 | $601K | Buy |
+13,617
| New | +$601K | 0.1% | 234 |
|