WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $143K | Hold |
3,300
| – | – | 0.05% | 190 |
|
|
2024
Q3 | $151K | Hold |
3,300
| – | – | 0.04% | 222 |
|
|
2024
Q2 | $150K | Hold |
3,300
| – | – | 0.05% | 206 |
|
|
2024
Q1 | $152K | Buy |
+3,300
| New | +$152K | 0.05% | 210 |
|
|
2023
Q4 | – | Sell |
-3,300
| Closed | -$128K | – | 510 |
|
|
2023
Q3 | $128K | Hold |
3,300
| – | – | 0.05% | 214 |
|
|
2023
Q2 | $133K | Hold |
3,300
| – | – | 0.05% | 211 |
|
|
2023
Q1 | $130K | Buy |
+3,300
| New | +$130K | 0.06% | 210 |
|