Lake Point Wealth Management IHDG Holdings History
Lake Point Wealth Management's WisdomTree International Hedged Quality Dividend Growth Fund Holding Summary
As of 2022-06-30, Lake Point Wealth Management held 633,631.00 shares of WisdomTree International Hedged Quality Dividend Growth Fund(IHDG), totaling $23.71 Mil. This investment constitutes 13.47% of their stock portfolio, and Lake Point Wealth Management now holds 2.13% of the outstanding WisdomTree International Hedged Quality Dividend Growth Fund(IHDG) stock.
The initial trade took place in 2021Q2. And since then Lake Point Wealth Management has made 4 purchases of IHDG, at an average price of $42.94, for a total of 672,534.00 shares. In addition, there have been 1 sales at an average price of $40.06 for 38,903.00 shares. Based on historical transaction data and IHDG's current price of $45.39, Lake Point Wealth Management's estimated gain on his IHDG holdings is $1.44 Mil, reflecting a 5.00% gain to date.
Lake Point Wealth Management IHDG ($45.39) Holding Chart
Lake Point Wealth Management IHDG ($45.39) 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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