Bowman & Co S.C. QSY Holdings History

Number of Shares
35,729.00
Current Holdings Value*
$3.09 Mil
% of Portfolio
1.38%
Total Estimate Gain
$-652,768.83
% of Total Estimate Gain
-22.38%

Bowman & Co S.C.'s WISDOMTREE U.S. VALUE FUND Holding Summary

As of 2025-06-30, Bowman & Co S.C. held 35,729.00 shares of WISDOMTREE U.S. VALUE FUND(QSY), totaling $3.09 Mil. This investment constitutes 1.38% of their stock portfolio, and Bowman & Co S.C. now holds -% of the outstanding WISDOMTREE U.S. VALUE FUND(QSY) stock.

The initial trade took place in 2025Q2. And since then Bowman & Co S.C. has made 1 purchases of QSY, at an average price of $81.64, for a total of 35,729.00 shares. Based on historical transaction data and QSY's current price of $63.37, Bowman & Co S.C.'s estimated gain on his QSY holdings is $-652,768.83, reflecting a -22.38% gain to date.

Bowman & Co S.C. QSY ($63.37) Holding Chart

Bowman & Co S.C. QSY ($63.37) 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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