JD Financial Services Inc. DLS Holdings History
Number of Shares
80,334.00
Current Holdings Value*
$5.92 Mil
% of Portfolio
4.88%
Total Estimate Gain
$317,946.52
% of Total Estimate Gain
5.36%
JD Financial Services Inc.'s WisdomTree International SmallCap Dividend Fund Holding Summary
As of 2021-12-31, JD Financial Services Inc. held 80,334.00 shares of WisdomTree International SmallCap Dividend Fund(DLS), totaling $5.92 Mil. This investment constitutes 4.88% of their stock portfolio, and JD Financial Services Inc. now holds 0.42% of the outstanding WisdomTree International SmallCap Dividend Fund(DLS) stock.
The initial trade took place in 2021Q1. And since then JD Financial Services Inc. has made 4 purchases of DLS, at an average price of $73.87, for a total of 80,334.00 shares. Based on historical transaction data and DLS's current price of $77.83, JD Financial Services Inc.'s estimated gain on his DLS holdings is $317,946.52, reflecting a 5.36% gain to date.
JD Financial Services Inc. DLS ($77.83) Holding Chart
JD Financial Services Inc. DLS ($77.83) 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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