INVENIO WEALTH PARTNERS LLC DHS Holdings History
INVENIO WEALTH PARTNERS LLC's WisdomTree U.S. High Dividend Fund Holding Summary
As of 2025-03-31, INVENIO WEALTH PARTNERS LLC held 201,554.00 shares of WisdomTree U.S. High Dividend Fund(DHS), totaling $19.99 Mil. This investment constitutes 8.39% of their stock portfolio, and INVENIO WEALTH PARTNERS LLC now holds 1.57% of the outstanding WisdomTree U.S. High Dividend Fund(DHS) stock.
The initial trade took place in 2023Q2. And since then INVENIO WEALTH PARTNERS LLC has made 5 purchases of DHS, at an average price of $80.66, for a total of 216,748.00 shares. In addition, there have been 2 sales at an average price of $96.66 for 15,194.00 shares. Based on historical transaction data and DHS's current price of $95.50, INVENIO WEALTH PARTNERS LLC's estimated gain on his DHS holdings is $3.23 Mil, reflecting a 18.50% gain to date.
INVENIO WEALTH PARTNERS LLC DHS ($95.50) Holding Chart
INVENIO WEALTH PARTNERS LLC DHS ($95.50) 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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