Number of Shares
53,332.00
Current Holdings Value*
$2.26 Mil
% of Portfolio
0.38%
Total Estimate Gain
$522,956.46
% of Total Estimate Gain
11.98%

Formidable Asset Management, LLC's WisdomTree International High Dividend Fund Holding Summary

As of 2025-03-31, Formidable Asset Management, LLC held 53,332.00 shares of WisdomTree International High Dividend Fund(DTH), totaling $2.26 Mil. This investment constitutes 0.38% of their stock portfolio, and Formidable Asset Management, LLC now holds 0.6% of the outstanding WisdomTree International High Dividend Fund(DTH) stock.

The initial trade took place in 2023Q2. And since then Formidable Asset Management, LLC has made 5 purchases of DTH, at an average price of $37.88, for a total of 115,296.00 shares. In addition, there have been 3 sales at an average price of $39.84 for 61,964.00 shares. Based on historical transaction data and DTH's current price of $45.40, Formidable Asset Management, LLC's estimated gain on his DTH holdings is $522,956.46, reflecting a 11.98% gain to date.

Formidable Asset Management, LLC DTH ($45.40) Holding Chart

Formidable Asset Management, LLC DTH ($45.40) 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 %

Top Ranked Articles

  • 1