Number of Shares
66,988.00
Current Holdings Value*
$2.91 Mil
% of Portfolio
1.78%
Total Estimate Gain
$281,110.42
% of Total Estimate Gain
8.42%

Kolinsky Wealth Management, LLC's WisdomTree International Hedged Quality Dividend Growth Fund Holding Summary

As of 2024-12-31, Kolinsky Wealth Management, LLC held 66,988.00 shares of WisdomTree International Hedged Quality Dividend Growth Fund(IHDG), totaling $2.91 Mil. This investment constitutes 1.78% of their stock portfolio, and Kolinsky Wealth Management, LLC now holds 0.1% of the outstanding WisdomTree International Hedged Quality Dividend Growth Fund(IHDG) stock.

The initial trade took place in 2022Q1. And since then Kolinsky Wealth Management, LLC has made 10 purchases of IHDG, at an average price of $41.69, for a total of 80,113.00 shares. In addition, there have been 2 sales at an average price of $44.32 for 13,125.00 shares. Based on historical transaction data and IHDG's current price of $45.37, Kolinsky Wealth Management, LLC's estimated gain on his IHDG holdings is $281,110.42, reflecting a 8.42% gain to date.

Kolinsky Wealth Management, LLC IHDG ($45.37) Holding Chart

Kolinsky Wealth Management, LLC IHDG ($45.37) 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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