Berkeley, Inc DDLS Holdings History
Berkeley, Inc's WisdomTree Dynamic International SmallCap Equity Fund Holding Summary
As of 2025-03-31, Berkeley, Inc held 55,905.00 shares of WisdomTree Dynamic International SmallCap Equity Fund(DDLS), totaling $1.98 Mil. This investment constitutes 0.93% of their stock portfolio, and Berkeley, Inc now holds 0.51% of the outstanding WisdomTree Dynamic International SmallCap Equity Fund(DDLS) stock.
The initial trade took place in 2022Q3. And since then Berkeley, Inc has made 6 purchases of DDLS, at an average price of $33.33, for a total of 95,823.00 shares. In addition, there have been 1 sales at an average price of $30.91 for 39,918.00 shares. Based on historical transaction data and DDLS's current price of $39.91, Berkeley, Inc's estimated gain on his DDLS holdings is $271,504.89, reflecting a 8.50% gain to date.
Berkeley, Inc DDLS ($39.91) Holding Chart
Berkeley, Inc DDLS ($39.91) 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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