CALIBER WEALTH MANAGEMENT, LLC IHDG Holdings History
CALIBER WEALTH MANAGEMENT, LLC's WisdomTree International Hedged Quality Dividend Growth Fund Holding Summary
As of 2024-03-31, CALIBER WEALTH MANAGEMENT, LLC held 126,658.00 shares of WisdomTree International Hedged Quality Dividend Growth Fund(IHDG), totaling $5.82 Mil. This investment constitutes 3.09% of their stock portfolio, and CALIBER WEALTH MANAGEMENT, LLC now holds -% of the outstanding WisdomTree International Hedged Quality Dividend Growth Fund(IHDG) stock.
The initial trade took place in 2023Q1. And since then CALIBER WEALTH MANAGEMENT, LLC has made 5 purchases of IHDG, at an average price of $38.41, for a total of 126,658.00 shares. Based on historical transaction data and IHDG's current price of $45.43, CALIBER WEALTH MANAGEMENT, LLC's estimated gain on his IHDG holdings is $889,286.93, reflecting a 18.28% gain to date.
CALIBER WEALTH MANAGEMENT, LLC IHDG ($45.43) Holding Chart
CALIBER WEALTH MANAGEMENT, LLC IHDG ($45.43) 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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