Number of Shares
255,079.00
Current Holdings Value*
$10.98 Mil
% of Portfolio
0.82%
Total Estimate Gain
$81,608.87
% of Total Estimate Gain
0.70%

DIVERSIFY WEALTH MANAGEMENT, LLC's WisdomTree International Hedged Quality Dividend Growth Fund Holding Summary

As of 2025-03-31, DIVERSIFY WEALTH MANAGEMENT, LLC held 255,079.00 shares of WisdomTree International Hedged Quality Dividend Growth Fund(IHDG), totaling $10.98 Mil. This investment constitutes 0.82% of their stock portfolio, and DIVERSIFY WEALTH MANAGEMENT, LLC now holds 0.44% of the outstanding WisdomTree International Hedged Quality Dividend Growth Fund(IHDG) stock.

The initial trade took place in 2024Q2. And since then DIVERSIFY WEALTH MANAGEMENT, LLC has made 3 purchases of IHDG, at an average price of $45.42, for a total of 255,079.00 shares. Based on historical transaction data and IHDG's current price of $45.74, DIVERSIFY WEALTH MANAGEMENT, LLC's estimated gain on his IHDG holdings is $81,608.87, reflecting a 0.70% gain to date.

DIVERSIFY WEALTH MANAGEMENT, LLC IHDG ($45.74) Holding Chart

DIVERSIFY 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 %

Top Ranked Articles

  • 1