Falcon Wealth Planning IHDG Holdings History
Falcon Wealth Planning's WisdomTree International Hedged Quality Dividend Growth Fund Holding Summary
As of 2025-06-30, Falcon Wealth Planning held 743,594.00 shares of WisdomTree International Hedged Quality Dividend Growth Fund(IHDG), totaling $33.50 Mil. This investment constitutes 3.39% of their stock portfolio, and Falcon Wealth Planning now holds 1.35% of the outstanding WisdomTree International Hedged Quality Dividend Growth Fund(IHDG) stock.
The initial trade took place in 2024Q3. And since then Falcon Wealth Planning has made 3 purchases of IHDG, at an average price of $45.07, for a total of 780,246.00 shares. In addition, there have been 1 sales at an average price of $45.38 for 36,652.00 shares. Based on historical transaction data and IHDG's current price of $45.13, Falcon Wealth Planning's estimated gain on his IHDG holdings is $55,800.82, reflecting a 0.16% gain to date.
Falcon Wealth Planning IHDG ($45.13) Holding Chart
Falcon Wealth Planning IHDG ($45.13) 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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