Number of Shares
118,420.00
Current Holdings Value*
$6.21 Mil
% of Portfolio
5.12%
Total Estimate Gain
$-868,275.24
% of Total Estimate Gain
-14.01%

JD Financial Services Inc.'s WisdomTree U.S. High Yield Corporate Bond Fund Holding Summary

As of 2021-12-31, JD Financial Services Inc. held 118,420.00 shares of WisdomTree U.S. High Yield Corporate Bond Fund(WFHY), totaling $6.21 Mil. This investment constitutes 5.12% of their stock portfolio, and JD Financial Services Inc. now holds 2.96% of the outstanding WisdomTree U.S. High Yield Corporate Bond Fund(WFHY) stock.

The initial trade took place in 2021Q3. And since then JD Financial Services Inc. has made 2 purchases of WFHY, at an average price of $52.32, for a total of 118,420.00 shares. Based on historical transaction data and WFHY's current price of $44.99, JD Financial Services Inc.'s estimated gain on his WFHY holdings is $-868,275.24, reflecting a -14.01% gain to date.

JD Financial Services Inc. WFHY ($44.99) Holding Chart

JD Financial Services Inc. WFHY ($44.99) 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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