BIP Wealth, LLC DGS Holdings History

Number of Shares
228,453.00
Current Holdings Value*
$11.04 Mil
% of Portfolio
0.72%
Total Estimate Gain
$2.48 Mil
% of Total Estimate Gain
18.35%

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 $56.58, BIP Wealth, LLC's estimated gain on his DGS holdings is $2.48 Mil, reflecting a 18.35% gain to date.

BIP Wealth, LLC DGS ($56.58) Holding Chart

BIP Wealth, LLC DGS ($56.58) 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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