Asset Allocation & Management Company, LLC DGS Holdings History
Asset Allocation & Management Company, LLC's WisdomTree Emerging Markets SmallCap Dividend Fund Holding Summary
As of 2025-03-31, Asset Allocation & Management Company, LLC held 20,000.00 shares of WisdomTree Emerging Markets SmallCap Dividend Fund(DGS), totaling $970,000.00. This investment constitutes 0.49% of their stock portfolio, and Asset Allocation & Management Company, LLC now holds 0.06% of the outstanding WisdomTree Emerging Markets SmallCap Dividend Fund(DGS) stock.
The initial trade took place in 2025Q1. And since then Asset Allocation & Management Company, LLC has made 1 purchases of DGS, at an average price of $49.05, for a total of 20,000.00 shares. Based on historical transaction data and DGS's current price of $54.41, Asset Allocation & Management Company, LLC's estimated gain on his DGS holdings is $107,200.00, reflecting a 10.93% gain to date.
Asset Allocation & Management Company, LLC DGS ($54.41) Holding Chart
Asset Allocation & Management Company, LLC DGS ($54.41) 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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