Number of Shares
349,541.00
Current Holdings Value*
$15.75 Mil
% of Portfolio
2.05%
Total Estimate Gain
$1.80 Mil
% of Total Estimate Gain
12.61%

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

As of 2025-06-30, Marietta Wealth Management, LLC held 349,541.00 shares of WisdomTree International Hedged Quality Dividend Growth Fund(IHDG), totaling $15.75 Mil. This investment constitutes 2.05% of their stock portfolio, and Marietta Wealth Management, LLC now holds 0.64% of the outstanding WisdomTree International Hedged Quality Dividend Growth Fund(IHDG) stock.

The initial trade took place in 2023Q2. And since then Marietta Wealth Management, LLC has made 9 purchases of IHDG, at an average price of $40.88, for a total of 349,541.00 shares. Based on historical transaction data and IHDG's current price of $46.04, Marietta Wealth Management, LLC's estimated gain on his IHDG holdings is $1.80 Mil, reflecting a 12.61% gain to date.

Marietta Wealth Management, LLC IHDG ($46.04) Holding Chart

Marietta Wealth Management, LLC IHDG ($46.04) 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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