Number of Shares
416,395.00
Current Holdings Value*
$18.07 Mil
% of Portfolio
4.41%
Total Estimate Gain
$750,736.75
% of Total Estimate Gain
3.23%

WESCAP Management Group, Inc.'s WisdomTree International Hedged Quality Dividend Growth Fund Holding Summary

As of 2025-03-31, WESCAP Management Group, Inc. held 416,395.00 shares of WisdomTree International Hedged Quality Dividend Growth Fund(IHDG), totaling $18.07 Mil. This investment constitutes 4.41% of their stock portfolio, and WESCAP Management Group, Inc. now holds 0.72% of the outstanding WisdomTree International Hedged Quality Dividend Growth Fund(IHDG) stock.

The initial trade took place in 2021Q2. And since then WESCAP Management Group, Inc. has made 7 purchases of IHDG, at an average price of $42.94, for a total of 541,063.00 shares. In addition, there have been 9 sales at an average price of $40.68 for 124,668.00 shares. Based on historical transaction data and IHDG's current price of $45.42, WESCAP Management Group, Inc.'s estimated gain on his IHDG holdings is $750,736.75, reflecting a 3.23% gain to date.

WESCAP Management Group, Inc. IHDG ($45.42) Holding Chart

WESCAP Management Group, Inc. IHDG ($45.42) 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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