Laurel Wealth Planning LLC IHDG Holdings History
Laurel Wealth Planning LLC's WisdomTree International Hedged Quality Dividend Growth Fund Holding Summary
As of 2025-03-31, Laurel Wealth Planning LLC held 99,618.00 shares of WisdomTree International Hedged Quality Dividend Growth Fund(IHDG), totaling $4.32 Mil. This investment constitutes 2.87% of their stock portfolio, and Laurel Wealth Planning LLC now holds 0.16% of the outstanding WisdomTree International Hedged Quality Dividend Growth Fund(IHDG) stock.
The initial trade took place in 2021Q2. And since then Laurel Wealth Planning LLC has made 8 purchases of IHDG, at an average price of $39.27, for a total of 176,818.00 shares. In addition, there have been 5 sales at an average price of $45.34 for 77,200.00 shares. Based on historical transaction data and IHDG's current price of $45.21, Laurel Wealth Planning LLC's estimated gain on his IHDG holdings is $1.06 Mil, reflecting a 15.26% gain to date.
Laurel Wealth Planning LLC IHDG ($45.21) Holding Chart
Laurel Wealth Planning LLC IHDG ($45.21) 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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