Number of Shares
4,994.00
Current Holdings Value*
$225,000.00
% of Portfolio
0.13%
Total Estimate Gain
$253,411.25
% of Total Estimate Gain
10.58%

SECURED RETIREMENT ADVISORS, LLC's WisdomTree International Hedged Quality Dividend Growth Fund Holding Summary

As of 2025-06-30, SECURED RETIREMENT ADVISORS, LLC held 4,994.00 shares of WisdomTree International Hedged Quality Dividend Growth Fund(IHDG), totaling $225,000.00. This investment constitutes 0.13% of their stock portfolio, and SECURED RETIREMENT ADVISORS, LLC now holds 0.01% of the outstanding WisdomTree International Hedged Quality Dividend Growth Fund(IHDG) stock.

The initial trade took place in 2023Q4. And since then SECURED RETIREMENT ADVISORS, LLC has made 2 purchases of IHDG, at an average price of $39.79, for a total of 60,182.00 shares. In addition, there have been 4 sales at an average price of $43.82 for 55,188.00 shares. Based on historical transaction data and IHDG's current price of $46.03, SECURED RETIREMENT ADVISORS, LLC's estimated gain on his IHDG holdings is $253,411.25, reflecting a 10.58% gain to date.

SECURED RETIREMENT ADVISORS, LLC IHDG ($46.03) Holding Chart

SECURED RETIREMENT ADVISORS, LLC IHDG ($46.03) 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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