Number of Shares
256,478.00
Current Holdings Value*
$10.61 Mil
% of Portfolio
5.42%
Total Estimate Gain
$3.33 Mil
% of Total Estimate Gain
12.16%

3D ASSET MANAGEMENT, INC's WisdomTree Emerging Markets SmallCap Dividend Fund Holding Summary

As of 2020-09-30, 3D ASSET MANAGEMENT, INC held 256,478.00 shares of WisdomTree Emerging Markets SmallCap Dividend Fund(DGS), totaling $10.61 Mil. This investment constitutes 5.42% of their stock portfolio, and 3D ASSET MANAGEMENT, INC now holds 0.53% of the outstanding WisdomTree Emerging Markets SmallCap Dividend Fund(DGS) stock.

The initial trade took place in 2013Q2. And since then 3D ASSET MANAGEMENT, INC has made 5 purchases of DGS, at an average price of $44.16, for a total of 619,383.00 shares. In addition, there have been 11 sales at an average price of $44.78 for 362,905.00 shares. Based on historical transaction data and DGS's current price of $56.26, 3D ASSET MANAGEMENT, INC's estimated gain on his DGS holdings is $3.33 Mil, reflecting a 12.16% gain to date.

3D ASSET MANAGEMENT, INC DGS ($56.26) Holding Chart

3D ASSET MANAGEMENT, INC DGS ($56.26) 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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