Number of Shares
74,924.00
Current Holdings Value*
$3.62 Mil
% of Portfolio
1.93%
Total Estimate Gain
$518,474.08
% of Total Estimate Gain
14.11%

Econ Financial Services Corp's WisdomTree Emerging Markets SmallCap Dividend Fund Holding Summary

As of 2025-03-31, Econ Financial Services Corp held 74,924.00 shares of WisdomTree Emerging Markets SmallCap Dividend Fund(DGS), totaling $3.62 Mil. This investment constitutes 1.93% of their stock portfolio, and Econ Financial Services Corp now holds 0.24% of the outstanding WisdomTree Emerging Markets SmallCap Dividend Fund(DGS) stock.

The initial trade took place in 2025Q1. And since then Econ Financial Services Corp has made 1 purchases of DGS, at an average price of $49.05, for a total of 74,924.00 shares. Based on historical transaction data and DGS's current price of $55.97, Econ Financial Services Corp's estimated gain on his DGS holdings is $518,474.08, reflecting a 14.11% gain to date.

Econ Financial Services Corp DGS ($55.97) Holding Chart

Econ Financial Services Corp DGS ($55.97) 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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