Number of Shares
569,369.00
Current Holdings Value*
$21.25 Mil
% of Portfolio
7.05%
Total Estimate Gain
$-3.35 Mil
% of Total Estimate Gain
-14.61%

DeGreen Capital Management LLC's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund Holding Summary

As of 2021-09-30, DeGreen Capital Management LLC held 569,369.00 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund(XSOE), totaling $21.25 Mil. This investment constitutes 7.05% of their stock portfolio, and DeGreen Capital Management LLC now holds 0.56% of the outstanding WisdomTree Emerging Markets ex-State-Owned Enterprises Fund(XSOE) stock.

The initial trade took place in 2021Q2. And since then DeGreen Capital Management LLC has made 2 purchases of XSOE, at an average price of $40.30, for a total of 569,369.00 shares. Based on historical transaction data and XSOE's current price of $34.41, DeGreen Capital Management LLC's estimated gain on his XSOE holdings is $-3.35 Mil, reflecting a -14.61% gain to date.

DeGreen Capital Management LLC XSOE ($34.41) Holding Chart

DeGreen Capital Management LLC XSOE ($34.41) 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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