Kades & Cheifetz LLC DES Holdings History
Kades & Cheifetz LLC's WisdomTree U.S. SmallCap Dividend Fund Holding Summary
As of 2024-12-31, Kades & Cheifetz LLC held 158,726.00 shares of WisdomTree U.S. SmallCap Dividend Fund(DES), totaling $5.45 Mil. This investment constitutes 2.79% of their stock portfolio, and Kades & Cheifetz LLC now holds 0.27% of the outstanding WisdomTree U.S. SmallCap Dividend Fund(DES) stock.
The initial trade took place in 2022Q4. And since then Kades & Cheifetz LLC has made 6 purchases of DES, at an average price of $30.62, for a total of 167,068.00 shares. In addition, there have been 2 sales at an average price of $31.33 for 8,342.00 shares. Based on historical transaction data and DES's current price of $33.29, Kades & Cheifetz LLC's estimated gain on his DES holdings is $430,536.29, reflecting a 8.42% gain to date.
Kades & Cheifetz LLC DES ($33.29) Holding Chart
Kades & Cheifetz LLC DES ($33.29) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
