Cardinal Point Wealth Management LLC IHDG Holdings History
Cardinal Point Wealth Management LLC's WisdomTree International Hedged Quality Dividend Growth Fund Holding Summary
As of 2021-09-30, Cardinal Point Wealth Management LLC held 237,089.00 shares of WisdomTree International Hedged Quality Dividend Growth Fund(IHDG), totaling $10.23 Mil. This investment constitutes 4.81% of their stock portfolio, and Cardinal Point Wealth Management LLC now holds 0.86% of the outstanding WisdomTree International Hedged Quality Dividend Growth Fund(IHDG) stock.
The initial trade took place in 2020Q4. And since then Cardinal Point Wealth Management LLC has made 3 purchases of IHDG, at an average price of $37.73, for a total of 237,089.00 shares. Based on historical transaction data and IHDG's current price of $45.74, Cardinal Point Wealth Management LLC's estimated gain on his IHDG holdings is $1.90 Mil, reflecting a 21.23% gain to date.
Cardinal Point Wealth Management LLC IHDG ($45.74) Holding Chart
Cardinal Point Wealth Management LLC IHDG ($45.74) 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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