Willner & Heller’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 | $349K | Buy |
7,741
+31
| +0.4% | +$1.4K | 0.29% | 106 |
|
|
2025
Q1 | $335K | Sell |
7,710
-3,508
| -31% | -$152K | 0.31% | 110 |
|
|
2024
Q4 | $488K | Sell |
11,218
-2,951
| -21% | -$128K | 0.43% | 78 |
|
|
2024
Q3 | $648K | Buy |
14,169
+442
| +3% | +$20.2K | 0.58% | 52 |
|
|
2024
Q2 | $626K | Buy |
13,727
+1,429
| +12% | +$65.2K | 0.6% | 48 |
|
|
2024
Q1 | $565K | Buy |
12,298
+1,562
| +15% | +$71.8K | 0.56% | 58 |
|
|
2023
Q4 | $451K | Buy |
+10,736
| New | +$451K | 0.5% | 69 |
|
|
2022
Q4 | $214K | Sell |
6,005
-804
| -12% | -$28.6K | 0.3% | 122 |
|
|
2022
Q3 | $244K | Sell |
6,809
-328
| -5% | -$11.8K | 0.39% | 98 |
|
|
2022
Q2 | $267K | Sell |
7,137
-736
| -9% | -$27.5K | 0.42% | 93 |
|
|
2022
Q1 | $360K | Buy |
7,873
+203
| +3% | +$9.28K | 0.44% | 80 |
|
|
2021
Q4 | $331K | Buy |
+7,670
| New | +$331K | 0.44% | 83 |
|