Laurel Wealth Planning LLC DGS Holdings History
Laurel Wealth Planning LLC's WisdomTree Emerging Markets SmallCap Dividend Fund Holding Summary
As of 2025-03-31, Laurel Wealth Planning LLC held 4,762.00 shares of WisdomTree Emerging Markets SmallCap Dividend Fund(DGS), totaling $230,050.00. This investment constitutes 0.15% of their stock portfolio, and Laurel Wealth Planning LLC now holds 0.02% of the outstanding WisdomTree Emerging Markets SmallCap Dividend Fund(DGS) stock.
The initial trade took place in 2022Q4. And since then Laurel Wealth Planning LLC has made 7 purchases of DGS, at an average price of $46.72, for a total of 129,154.00 shares. In addition, there have been 3 sales at an average price of $49.44 for 124,392.00 shares. Based on historical transaction data and DGS's current price of $56.43, Laurel Wealth Planning LLC's estimated gain on his DGS holdings is $384,955.19, reflecting a 6.38% gain to date.
Laurel Wealth Planning LLC DGS ($56.43) Holding Chart
Laurel Wealth Planning LLC DGS ($56.43) 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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