Lodestone Wealth Management LLC DGS Holdings History
Lodestone Wealth Management LLC's WisdomTree Emerging Markets SmallCap Dividend Fund Holding Summary
As of 2025-03-31, Lodestone Wealth Management LLC held 16,542.00 shares of WisdomTree Emerging Markets SmallCap Dividend Fund(DGS), totaling $799,140.00. This investment constitutes 0.43% of their stock portfolio, and Lodestone Wealth Management LLC now holds 0.05% of the outstanding WisdomTree Emerging Markets SmallCap Dividend Fund(DGS) stock.
The initial trade took place in 2024Q2. And since then Lodestone Wealth Management LLC has made 2 purchases of DGS, at an average price of $50.35, for a total of 35,481.00 shares. In addition, there have been 2 sales at an average price of $51.18 for 18,939.00 shares. Based on historical transaction data and DGS's current price of $54.41, Lodestone Wealth Management LLC's estimated gain on his DGS holdings is $82,755.55, reflecting a 4.63% gain to date.
Lodestone Wealth Management LLC DGS ($54.41) Holding Chart
Lodestone Wealth Management LLC DGS ($54.41) 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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