Number of Shares
49,038.00
Current Holdings Value*
$2.40 Mil
% of Portfolio
0.97%
Total Estimate Gain
$169,685.02
% of Total Estimate Gain
4.49%

HOWARD BAILEY SECURITIES, LLC's WisdomTree U.S. SmallCap Fund Holding Summary

As of 2025-03-31, HOWARD BAILEY SECURITIES, LLC held 49,038.00 shares of WisdomTree U.S. SmallCap Fund(EES), totaling $2.40 Mil. This investment constitutes 0.97% of their stock portfolio, and HOWARD BAILEY SECURITIES, LLC now holds 0.42% of the outstanding WisdomTree U.S. SmallCap Fund(EES) stock.

The initial trade took place in 2024Q3. In addition, there have been 2 sales at an average price of $52.77 for 25,608.00 shares. Based on historical transaction data and EES's current price of $53.05, HOWARD BAILEY SECURITIES, LLC's estimated gain on his EES holdings is $169,685.02, reflecting a 4.49% gain to date.

HOWARD BAILEY SECURITIES, LLC EES ($53.05) Holding Chart

HOWARD BAILEY SECURITIES, LLC EES ($53.05) 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