DB Wealth Management Group, LLC DWM Holdings History
DB Wealth Management Group, LLC's WisdomTree International Equity Fund Holding Summary
As of 2023-12-31, DB Wealth Management Group, LLC held 92,035.00 shares of WisdomTree International Equity Fund(DWM), totaling $4.83 Mil. This investment constitutes 2.74% of their stock portfolio, and DB Wealth Management Group, LLC now holds 0.8% of the outstanding WisdomTree International Equity Fund(DWM) stock.
The initial trade took place in 2022Q4. And since then DB Wealth Management Group, LLC has made 4 purchases of DWM, at an average price of $44.76, for a total of 95,716.00 shares. In addition, there have been 1 sales at an average price of $49.58 for 3,681.00 shares. Based on historical transaction data and DWM's current price of $63.04, DB Wealth Management Group, LLC's estimated gain on his DWM holdings is $1.70 Mil, reflecting a 39.68% gain to date.
DB Wealth Management Group, LLC DWM ($63.04) Holding Chart
DB Wealth Management Group, LLC DWM ($63.04) 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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