EisnerAmper Wealth Management Corporate Benefits, LLC DES Holdings History
EisnerAmper Wealth Management Corporate Benefits, LLC's WisdomTree U.S. SmallCap Dividend Fund Holding Summary
As of 2023-12-31, EisnerAmper Wealth Management Corporate Benefits, held 284,436.00 shares of WisdomTree U.S. SmallCap Dividend Fund(DES), totaling $9.15 Mil. This investment constitutes 3.4% of their stock portfolio, and EisnerAmper Wealth Management Corporate Benefits, now holds 0.44% of the outstanding WisdomTree U.S. SmallCap Dividend Fund(DES) stock.
The initial trade took place in 2014Q4. And since then EisnerAmper Wealth Management Corporate Benefits, LLC has made 19 purchases of DES, at an average price of $22.29, for a total of 452,117.00 shares. In addition, there have been 8 sales at an average price of $29.35 for 167,681.00 shares. Based on historical transaction data and DES's current price of $33.17, EisnerAmper Wealth Management Corporate Benefits, LLC's estimated gain on his DES holdings is $4.28 Mil, reflecting a 42.48% gain to date.
EisnerAmper Wealth Management Corporate Benefits, LLC DES ($33.17) Holding Chart
EisnerAmper Wealth Management Corporate Benefits, LLC DES ($33.17) 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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