Berkeley, Inc IHDG Holdings History

Number of Shares
298,344.00
Current Holdings Value*
$12.95 Mil
% of Portfolio
6.08%
Total Estimate Gain
$1.24 Mil
% of Total Estimate Gain
10.04%

Berkeley, Inc's WisdomTree International Hedged Quality Dividend Growth Fund Holding Summary

As of 2025-03-31, Berkeley, Inc held 298,344.00 shares of WisdomTree International Hedged Quality Dividend Growth Fund(IHDG), totaling $12.95 Mil. This investment constitutes 6.08% of their stock portfolio, and Berkeley, Inc now holds 0.52% of the outstanding WisdomTree International Hedged Quality Dividend Growth Fund(IHDG) stock.

The initial trade took place in 2020Q4. And since then Berkeley, Inc has made 14 purchases of IHDG, at an average price of $40.47, for a total of 305,704.00 shares. In addition, there have been 3 sales at an average price of $40.63 for 7,360.00 shares. Based on historical transaction data and IHDG's current price of $44.63, Berkeley, Inc's estimated gain on his IHDG holdings is $1.24 Mil, reflecting a 10.04% gain to date.

Berkeley, Inc IHDG ($44.63) Holding Chart

Berkeley, Inc IHDG ($44.63) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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