Number of Shares
90,406.00
Current Holdings Value*
$3.80 Mil
% of Portfolio
2.51%
Total Estimate Gain
$358,792.65
% of Total Estimate Gain
9.40%

Avos Capital Management, LLC's WisdomTree Emerging Markets High Dividend Fund Holding Summary

As of 2025-03-31, Avos Capital Management, LLC held 90,406.00 shares of WisdomTree Emerging Markets High Dividend Fund(DEM), totaling $3.80 Mil. This investment constitutes 2.51% of their stock portfolio, and Avos Capital Management, LLC now holds 0.14% of the outstanding WisdomTree Emerging Markets High Dividend Fund(DEM) stock.

The initial trade took place in 2024Q4. And since then Avos Capital Management, LLC has made 1 purchases of DEM, at an average price of $42.22, for a total of 90,406.00 shares. Based on historical transaction data and DEM's current price of $46.19, Avos Capital Management, LLC's estimated gain on his DEM holdings is $358,792.65, reflecting a 9.40% gain to date.

Avos Capital Management, LLC DEM ($46.19) Holding Chart

Avos Capital Management, LLC DEM ($46.19) 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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