Number of Shares
40,446.00
Current Holdings Value*
$1.42 Mil
% of Portfolio
4.39%
Total Estimate Gain
$177,893.06
% of Total Estimate Gain
4.78%

Fusion Investment Group, LLC's WisdomTree Emerging Markets SmallCap Dividend Fund Holding Summary

As of 2015-12-31, Fusion Investment Group, LLC held 40,446.00 shares of WisdomTree Emerging Markets SmallCap Dividend Fund(DGS), totaling $1.42 Mil. This investment constitutes 4.39% of their stock portfolio, and Fusion Investment Group, LLC now holds 0.08% of the outstanding WisdomTree Emerging Markets SmallCap Dividend Fund(DGS) stock.

The initial trade took place in 2014Q2. And since then Fusion Investment Group, LLC has made 3 purchases of DGS, at an average price of $47.45, for a total of 78,387.00 shares. In addition, there have been 4 sales at an average price of $42.58 for 37,941.00 shares. Based on historical transaction data and DGS's current price of $56.42, Fusion Investment Group, LLC's estimated gain on his DGS holdings is $177,893.06, reflecting a 4.78% gain to date.

Fusion Investment Group, LLC DGS ($56.42) Holding Chart

Fusion Investment Group, LLC DGS ($56.42) 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