Zimmermann Investment Management & Planning’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 | – | Sell |
-87,871
| Closed | -$4.02M | – | 56 |
|
|
2024
Q3 | $4.02M | Buy |
87,871
+9,121
| +12% | +$417K | 1.23% | 24 |
|
|
2024
Q2 | $3.59M | Buy |
78,750
+8,691
| +12% | +$396K | 1.2% | 28 |
|
|
2024
Q1 | $3.22M | Buy |
70,059
+12,508
| +22% | +$575K | 1.16% | 28 |
|
|
2023
Q4 | $2.42M | Buy |
57,551
+13,446
| +30% | +$565K | 0.99% | 31 |
|
|
2023
Q3 | $1.71M | Buy |
+44,105
| New | +$1.71M | 0.82% | 36 |
|