Number of Shares
189,997.00
Current Holdings Value*
$7.00 Mil
% of Portfolio
5.77%
Total Estimate Gain
$-1.17 Mil
% of Total Estimate Gain
-14.31%

JD Financial Services Inc.'s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund Holding Summary

As of 2021-12-31, JD Financial Services Inc. held 189,997.00 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund(XSOE), totaling $7.00 Mil. This investment constitutes 5.77% of their stock portfolio, and JD Financial Services Inc. now holds 0.19% of the outstanding WisdomTree Emerging Markets ex-State-Owned Enterprises Fund(XSOE) stock.

The initial trade took place in 2021Q1. And since then JD Financial Services Inc. has made 3 purchases of XSOE, at an average price of $41.25, for a total of 197,531.00 shares. In addition, there have been 1 sales at an average price of $37.55 for 7,534.00 shares. Based on historical transaction data and XSOE's current price of $35.26, JD Financial Services Inc.'s estimated gain on his XSOE holdings is $-1.17 Mil, reflecting a -14.31% gain to date.

JD Financial Services Inc. XSOE ($35.26) Holding Chart

JD Financial Services Inc. XSOE ($35.26) 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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