Choice Wealth Advisors LLC IHDG holdings history
WISDOMTREE INTERNATIONAL HED · CUSIP 97717X594 · CIK 1842357
As of 2026-06-30, Choice Wealth Advisors LLC reported 42.46K IHDG (shares), valued at $2.22M, or 0.78% of its reported non-derivative portfolio. Filed 2026-07-09.
Verify history & sources →Shares decreased 16.55%; reported value decreased 9.22%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.78% | 42,460 | SEC filing ↗Filed Jul 9, 2026 |
| Q1 2026 | 0.96% | 50,880 | SEC filing ↗Filed Apr 9, 2026 |
| Q4 2025 | 6.89% | 358,135 | SEC filing ↗Filed Jan 8, 2026 |
| Q3 2025 | 7.07% | 357,731 | SEC filing ↗Filed Nov 6, 2025 |
| Q2 2025 | 7.03% | 345,172 | SEC filing ↗Filed Jul 8, 2025 |
| Q1 2025 | 7.80% | 344,811 | SEC filing ↗Filed Apr 11, 2025 |
| Q4 2024 | 7.66% | 344,853 | SEC filing ↗Filed Jan 15, 2025 |
| Q3 2024 | 7.65% | 335,011 | SEC filing ↗Filed Oct 7, 2024 |
| Q2 2024 | 7.85% | 324,761 | SEC filing ↗Filed Jul 15, 2024 |
| Q1 2024 | 8.95% | 321,562 | SEC filing ↗Filed Apr 18, 2024 |
| Q4 2023 | 8.46% | 325,228 | SEC filing ↗Filed Jan 12, 2024 |
| Q3 2023 | 8.85% | 323,323 | SEC filing ↗Filed Oct 10, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 8.85% | 323,323 | $12.53M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 10, 2023 |
| Q4 2023 | 8.46% | 325,228 | $13.66M | Shares increased 0.59%; reported value increased 9.03%, and weight changed -0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 12, 2024 |
| Q1 2024 | 8.95% | 321,562 | $14.77M | Shares decreased 1.13%; reported value increased 8.17%, and weight changed +0.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 18, 2024 |
| Q2 2024 | 7.85% | 324,761 | $14.81M | Shares increased 0.99%; reported value increased 0.23%, and weight changed -1.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2024 |
| Q3 2024 | 7.65% | 335,011 | $15.31M | Shares increased 3.16%; reported value increased 3.41%, and weight changed -0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 7, 2024 |
| Q4 2024 | 7.66% | 344,853 | $14.99M | Shares increased 2.94%; reported value decreased 2.09%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 15, 2025 |
| Q1 2025 | 7.80% | 344,811 | $14.96M | Shares decreased 0.01%; reported value decreased 0.17%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 11, 2025 |
| Q2 2025 | 7.03% | 345,172 | $15.55M | Shares increased 0.10%; reported value increased 3.91%, and weight changed -0.77 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 8, 2025 |
| Q3 2025 | 7.07% | 357,731 | $16.48M | Shares increased 3.64%; reported value increased 6.01%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2025 |
| Q4 2025 | 6.89% | 358,135 | $17.43M | Shares increased 0.11%; reported value increased 5.72%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 8, 2026 |
| Q1 2026 | 0.96% | 50,880 | $2.45M | Shares decreased 85.79%; reported value decreased 85.94%, and weight changed -5.93 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 9, 2026 |
| Q2 2026 | 0.78% | 42,460 | $2.22M | Shares decreased 16.55%; reported value decreased 9.22%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2026 |
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