Anderson Financial Strategies, LLC QSY Holdings History
Anderson Financial Strategies, LLC's WISDOMTREE U.S. VALUE FUND Holding Summary
As of 2025-03-31, Anderson Financial Strategies, LLC held 222,511.00 shares of WISDOMTREE U.S. VALUE FUND(QSY), totaling $18.28 Mil. This investment constitutes 11.18% of their stock portfolio, and Anderson Financial Strategies, LLC now holds -% of the outstanding WISDOMTREE U.S. VALUE FUND(QSY) stock.
The initial trade took place in 2024Q4. And since then Anderson Financial Strategies, LLC has made 1 purchases of QSY, at an average price of $84.34, for a total of 222,511.00 shares. Based on historical transaction data and QSY's current price of $63.37, Anderson Financial Strategies, LLC's estimated gain on his QSY holdings is $-4.67 Mil, reflecting a -24.86% gain to date.
Anderson Financial Strategies, LLC QSY ($63.37) Holding Chart
Anderson Financial Strategies, LLC QSY ($63.37) 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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