BIP Wealth, LLC DGS Holdings History
BIP Wealth, LLC's WisdomTree Emerging Markets SmallCap Dividend Fund Holding Summary
As of 2025-03-31, BIP Wealth, LLC held 228,453.00 shares of WisdomTree Emerging Markets SmallCap Dividend Fund(DGS), totaling $11.04 Mil. This investment constitutes 0.72% of their stock portfolio, and BIP Wealth, LLC now holds 0.75% of the outstanding WisdomTree Emerging Markets SmallCap Dividend Fund(DGS) stock.
The initial trade took place in 2023Q1. And since then BIP Wealth, LLC has made 6 purchases of DGS, at an average price of $46.64, for a total of 289,409.00 shares. In addition, there have been 2 sales at an average price of $50.05 for 60,956.00 shares. Based on historical transaction data and DGS's current price of $56.34, BIP Wealth, LLC's estimated gain on his DGS holdings is $2.42 Mil, reflecting a 17.95% gain to date.
BIP Wealth, LLC DGS ($56.34) Holding Chart
BIP Wealth, LLC DGS ($56.34) 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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