INVENIO WEALTH PARTNERS LLC IQDG Holdings History
INVENIO WEALTH PARTNERS LLC's WisdomTree International Quality Dividend Growth Fund Holding Summary
As of 2025-03-31, INVENIO WEALTH PARTNERS LLC held 251,410.00 shares of WisdomTree International Quality Dividend Growth Fund(IQDG), totaling $8.97 Mil. This investment constitutes 3.77% of their stock portfolio, and INVENIO WEALTH PARTNERS LLC now holds 1.21% of the outstanding WisdomTree International Quality Dividend Growth Fund(IQDG) stock.
The initial trade took place in 2023Q2. And since then INVENIO WEALTH PARTNERS LLC has made 5 purchases of IQDG, at an average price of $34.83, for a total of 274,228.00 shares. In addition, there have been 2 sales at an average price of $36.37 for 22,818.00 shares. Based on historical transaction data and IQDG's current price of $39.03, INVENIO WEALTH PARTNERS LLC's estimated gain on his IQDG holdings is $1.09 Mil, reflecting a 11.41% gain to date.
INVENIO WEALTH PARTNERS LLC IQDG ($39.03) Holding Chart
INVENIO WEALTH PARTNERS LLC IQDG ($39.03) 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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