Number of Shares
205,081.00
Current Holdings Value*
$10.24 Mil
% of Portfolio
3.8%
Total Estimate Gain
$1.44 Mil
% of Total Estimate Gain
8.96%

EisnerAmper Wealth Management Corporate Benefits, LLC's WisdomTree Emerging Markets SmallCap Dividend Fund Holding Summary

As of 2023-12-31, EisnerAmper Wealth Management Corporate Benefits, held 205,081.00 shares of WisdomTree Emerging Markets SmallCap Dividend Fund(DGS), totaling $10.24 Mil. This investment constitutes 3.8% of their stock portfolio, and EisnerAmper Wealth Management Corporate Benefits, now holds 0.35% of the outstanding WisdomTree Emerging Markets SmallCap Dividend Fund(DGS) stock.

The initial trade took place in 2018Q2. And since then EisnerAmper Wealth Management Corporate Benefits, LLC has made 15 purchases of DGS, at an average price of $48.68, for a total of 329,888.00 shares. In addition, there have been 8 sales at an average price of $46.84 for 124,807.00 shares. Based on historical transaction data and DGS's current price of $56.82, EisnerAmper Wealth Management Corporate Benefits, LLC's estimated gain on his DGS holdings is $1.44 Mil, reflecting a 8.96% gain to date.

EisnerAmper Wealth Management Corporate Benefits, LLC DGS ($56.82) Holding Chart

EisnerAmper Wealth Management Corporate Benefits, LLC DGS ($56.82) 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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