Number of Shares
256,225.00
Current Holdings Value*
$11.12 Mil
% of Portfolio
2.76%
Total Estimate Gain
$-1.22 Mil
% of Total Estimate Gain
-6.35%

Mason & Associates Inc's WisdomTree International Hedged Quality Dividend Growth Fund Holding Summary

As of 2025-03-31, Mason & Associates Inc held 256,225.00 shares of WisdomTree International Hedged Quality Dividend Growth Fund(IHDG), totaling $11.12 Mil. This investment constitutes 2.76% of their stock portfolio, and Mason & Associates Inc now holds 0.4% of the outstanding WisdomTree International Hedged Quality Dividend Growth Fund(IHDG) stock.

The initial trade took place in 2021Q4. And since then Mason & Associates Inc has made 8 purchases of IHDG, at an average price of $43.85, for a total of 437,949.00 shares. In addition, there have been 1 sales at an average price of $35.37 for 181,724.00 shares. Based on historical transaction data and IHDG's current price of $45.11, Mason & Associates Inc's estimated gain on his IHDG holdings is $-1.22 Mil, reflecting a -6.35% gain to date.

Mason & Associates Inc IHDG ($45.11) Holding Chart

Mason & Associates Inc IHDG ($45.11) 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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