Alpha Omega Wealth Management LLC DLS Holdings History
Alpha Omega Wealth Management LLC's WisdomTree International SmallCap Dividend Fund Holding Summary
As of 2025-03-31, Alpha Omega Wealth Management LLC held 53,089.00 shares of WisdomTree International SmallCap Dividend Fund(DLS), totaling $3.50 Mil. This investment constitutes 0.67% of their stock portfolio, and Alpha Omega Wealth Management LLC now holds 0.39% of the outstanding WisdomTree International SmallCap Dividend Fund(DLS) stock.
The initial trade took place in 2018Q2. And since then Alpha Omega Wealth Management LLC has made 21 purchases of DLS, at an average price of $65.59, for a total of 81,102.00 shares. In addition, there have been 3 sales at an average price of $64.20 for 28,013.00 shares. Based on historical transaction data and DLS's current price of $74.17, Alpha Omega Wealth Management LLC's estimated gain on his DLS holdings is $416,698.86, reflecting a 7.83% gain to date.
Alpha Omega Wealth Management LLC DLS ($74.17) Holding Chart
Alpha Omega Wealth Management LLC DLS ($74.17) 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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