Trinity Wealth Management, LLC IHDG Holdings History
Trinity Wealth Management, LLC's WisdomTree International Hedged Quality Dividend Growth Fund Holding Summary
As of 2025-06-30, Trinity Wealth Management, LLC held 286,083.00 shares of WisdomTree International Hedged Quality Dividend Growth Fund(IHDG), totaling $12.89 Mil. This investment constitutes 5.12% of their stock portfolio, and Trinity Wealth Management, LLC now holds 0.51% of the outstanding WisdomTree International Hedged Quality Dividend Growth Fund(IHDG) stock.
The initial trade took place in 2021Q3. And since then Trinity Wealth Management, LLC has made 16 purchases of IHDG, at an average price of $42.74, for a total of 286,083.00 shares. Based on historical transaction data and IHDG's current price of $45.03, Trinity Wealth Management, LLC's estimated gain on his IHDG holdings is $655,047.08, reflecting a 5.36% gain to date.
Trinity Wealth Management, LLC IHDG ($45.03) Holding Chart
Trinity Wealth Management, LLC IHDG ($45.03) 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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