Number of Shares
364,385.00
Current Holdings Value*
$15.81 Mil
% of Portfolio
5.74%
Total Estimate Gain
$561,550.23
% of Total Estimate Gain
3.28%

WEALTH MANAGEMENT RESOURCES, INC.'s WisdomTree International Hedged Quality Dividend Growth Fund Holding Summary

As of 2025-03-31, WEALTH MANAGEMENT RESOURCES, INC. held 364,385.00 shares of WisdomTree International Hedged Quality Dividend Growth Fund(IHDG), totaling $15.81 Mil. This investment constitutes 5.74% of their stock portfolio, and WEALTH MANAGEMENT RESOURCES, INC. now holds 0.58% of the outstanding WisdomTree International Hedged Quality Dividend Growth Fund(IHDG) stock.

The initial trade took place in 2021Q4. And since then WEALTH MANAGEMENT RESOURCES, INC. has made 12 purchases of IHDG, at an average price of $43.34, for a total of 394,685.00 shares. In addition, there have been 1 sales at an average price of $40.06 for 30,300.00 shares. Based on historical transaction data and IHDG's current price of $45.16, WEALTH MANAGEMENT RESOURCES, INC.'s estimated gain on his IHDG holdings is $561,550.23, reflecting a 3.28% gain to date.

WEALTH MANAGEMENT RESOURCES, INC. IHDG ($45.16) Holding Chart

WEALTH MANAGEMENT RESOURCES, INC. IHDG ($45.16) 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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