Waterloo Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,638
| Closed | -$209K | – | 372 |
|
|
2024
Q2 | $209K | Sell |
5,638
-62
| -1% | -$2.3K | 0.03% | 333 |
|
|
2024
Q1 | $217K | Hold |
5,700
| – | – | 0.03% | 336 |
|
|
2023
Q4 | $207K | Buy |
+5,700
| New | +$207K | 0.03% | 354 |
|
|
2023
Q3 | – | Sell |
-7,061
| Closed | -$243K | – | 211 |
|
|
2023
Q2 | $243K | Hold |
7,061
| – | – | 0.07% | 160 |
|
|
2023
Q1 | $239K | Buy |
+7,061
| New | +$239K | 0.07% | 161 |
|