3D ASSET MANAGEMENT, INC DLS Holdings History
3D ASSET MANAGEMENT, INC's WisdomTree International SmallCap Dividend Fund Holding Summary
As of 2020-09-30, 3D ASSET MANAGEMENT, INC held 320,308.00 shares of WisdomTree International SmallCap Dividend Fund(DLS), totaling $19.19 Mil. This investment constitutes 9.81% of their stock portfolio, and 3D ASSET MANAGEMENT, INC now holds 1.67% of the outstanding WisdomTree International SmallCap Dividend Fund(DLS) stock.
The initial trade took place in 2013Q2. And since then 3D ASSET MANAGEMENT, INC has made 9 purchases of DLS, at an average price of $65.22, for a total of 581,148.00 shares. In addition, there have been 7 sales at an average price of $60.15 for 260,840.00 shares. Based on historical transaction data and DLS's current price of $75.48, 3D ASSET MANAGEMENT, INC's estimated gain on his DLS holdings is $1.96 Mil, reflecting a 5.18% gain to date.
3D ASSET MANAGEMENT, INC DLS ($75.48) Holding Chart
3D ASSET MANAGEMENT, INC DLS ($75.48) 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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