JOURNEY STRATEGIC WEALTH LLC IQDG Holdings History
JOURNEY STRATEGIC WEALTH LLC's WisdomTree International Quality Dividend Growth Fund Holding Summary
As of 2025-03-31, JOURNEY STRATEGIC WEALTH LLC held 190,313.00 shares of WisdomTree International Quality Dividend Growth Fund(IQDG), totaling $6.79 Mil. This investment constitutes 0.24% of their stock portfolio, and JOURNEY STRATEGIC WEALTH LLC now holds 0.91% of the outstanding WisdomTree International Quality Dividend Growth Fund(IQDG) stock.
The initial trade took place in 2021Q4. And since then JOURNEY STRATEGIC WEALTH LLC has made 9 purchases of IQDG, at an average price of $34.24, for a total of 1.21 Mil shares. In addition, there have been 4 sales at an average price of $35.78 for 1.02 Mil shares. Based on historical transaction data and IQDG's current price of $39.34, JOURNEY STRATEGIC WEALTH LLC's estimated gain on his IQDG holdings is $2.54 Mil, reflecting a 6.14% gain to date.
JOURNEY STRATEGIC WEALTH LLC IQDG ($39.34) Holding Chart
JOURNEY STRATEGIC WEALTH LLC IQDG ($39.34) 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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