IAM Advisory, LLC IHDG Holdings History

Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-379,825.39
% of Total Estimate Gain
-3.80%

IAM Advisory, LLC's WisdomTree International Hedged Quality Dividend Growth Fund Holding Summary

As of 2025-06-30, IAM Advisory, LLC held - shares of WisdomTree International Hedged Quality Dividend Growth Fund(IHDG), totaling N/A. This investment constitutes 0% of their stock portfolio, and IAM Advisory, LLC now holds 0% of the outstanding WisdomTree International Hedged Quality Dividend Growth Fund(IHDG) stock.

The initial trade took place in 2024Q2. And since then IAM Advisory, LLC has made 3 purchases of IHDG, at an average price of $45.51, for a total of 219,399.00 shares. In addition, there have been 2 sales at an average price of $43.78 for 219,399.00 shares. Based on historical transaction data and IHDG's current price of $46.03, IAM Advisory, LLC's estimated gain on his IHDG holdings is $-379,825.39, reflecting a -3.80% gain to date.

IAM Advisory, LLC IHDG ($46.03) Holding Chart

IAM Advisory, LLC IHDG ($46.03) 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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