Venturi Wealth Management’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.46M | Sell |
163,076
-7,138
| -4% | -$283K | 0.32% | 58 |
|
2025
Q1 | $6.07M | Sell |
170,214
-17,402
| -9% | -$621K | 0.32% | 53 |
|
2024
Q4 | $6.42M | Buy |
187,616
+257
| +0.1% | +$8.79K | 0.32% | 57 |
|
2024
Q3 | $7.34M | Buy |
187,359
+7,165
| +4% | +$281K | 0.38% | 55 |
|
2024
Q2 | $6.68M | Buy |
180,194
+2,031
| +1% | +$75.3K | 0.4% | 57 |
|
2024
Q1 | $6.78M | Buy |
+178,163
| New | +$6.78M | 0.44% | 56 |
|