Number of Shares
237,089.00
Current Holdings Value*
$10.23 Mil
% of Portfolio
4.81%
Total Estimate Gain
$1.90 Mil
% of Total Estimate Gain
21.23%

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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