Number of Shares
281,271.00
Current Holdings Value*
$14.16 Mil
% of Portfolio
11.67%
Total Estimate Gain
$5.75 Mil
% of Total Estimate Gain
45.66%

JD Financial Services Inc.'s WisdomTree U.S. LargeCap Fund Holding Summary

As of 2021-12-31, JD Financial Services Inc. held 281,271.00 shares of WisdomTree U.S. LargeCap Fund(EPS), totaling $14.16 Mil. This investment constitutes 11.67% of their stock portfolio, and JD Financial Services Inc. now holds 1.93% of the outstanding WisdomTree U.S. LargeCap Fund(EPS) stock.

The initial trade took place in 2021Q1. And since then JD Financial Services Inc. has made 4 purchases of EPS, at an average price of $44.78, for a total of 281,271.00 shares. Based on historical transaction data and EPS's current price of $65.22, JD Financial Services Inc.'s estimated gain on his EPS holdings is $5.75 Mil, reflecting a 45.66% gain to date.

JD Financial Services Inc. EPS ($65.22) Holding Chart

JD Financial Services Inc. EPS ($65.22) 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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