Number of Shares
104,543.00
Current Holdings Value*
$3.73 Mil
% of Portfolio
0.74%
Total Estimate Gain
$594,384.24
% of Total Estimate Gain
4.52%

Security Financial Services, INC.'s WisdomTree International Quality Dividend Growth Fund Holding Summary

As of 2025-03-31, Security Financial Services, INC. held 104,543.00 shares of WisdomTree International Quality Dividend Growth Fund(IQDG), totaling $3.73 Mil. This investment constitutes 0.74% of their stock portfolio, and Security Financial Services, INC. now holds 0.5% of the outstanding WisdomTree International Quality Dividend Growth Fund(IQDG) stock.

The initial trade took place in 2023Q3. And since then Security Financial Services, INC. has made 3 purchases of IQDG, at an average price of $35.60, for a total of 369,777.00 shares. In addition, there have been 4 sales at an average price of $36.42 for 265,234.00 shares. Based on historical transaction data and IQDG's current price of $39.19, Security Financial Services, INC.'s estimated gain on his IQDG holdings is $594,384.24, reflecting a 4.52% gain to date.

Security Financial Services, INC. IQDG ($39.19) Holding Chart

Security Financial Services, INC. IQDG ($39.19) 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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