3D ASSET MANAGEMENT, INC EES Holdings History
3D ASSET MANAGEMENT, INC's WisdomTree U.S. SmallCap Fund Holding Summary
As of 2020-09-30, 3D ASSET MANAGEMENT, INC held 450,142.00 shares of WisdomTree U.S. SmallCap Fund(EES), totaling $13.45 Mil. This investment constitutes 6.88% of their stock portfolio, and 3D ASSET MANAGEMENT, INC now holds 3.24% of the outstanding WisdomTree U.S. SmallCap Fund(EES) stock.
The initial trade took place in 2013Q2. And since then 3D ASSET MANAGEMENT, INC has made 5 purchases of EES, at an average price of $23.11, for a total of 1.78 Mil shares. In addition, there have been 11 sales at an average price of $28.37 for 1.33 Mil shares. Based on historical transaction data and EES's current price of $52.86, 3D ASSET MANAGEMENT, INC's estimated gain on his EES holdings is $20.37 Mil, reflecting a 49.56% gain to date.
3D ASSET MANAGEMENT, INC EES ($52.86) Holding Chart
3D ASSET MANAGEMENT, INC EES ($52.86) 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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