MB, LEVIS & ASSOCIATES, LLC DHS Holdings History
MB, LEVIS & ASSOCIATES, LLC's WisdomTree U.S. High Dividend Fund Holding Summary
As of 2025-03-31, MB, LEVIS & ASSOCIATES, LLC held 159,396.00 shares of WisdomTree U.S. High Dividend Fund(DHS), totaling $15.81 Mil. This investment constitutes 7.34% of their stock portfolio, and MB, LEVIS & ASSOCIATES, LLC now holds 1.25% of the outstanding WisdomTree U.S. High Dividend Fund(DHS) stock.
The initial trade took place in 2025Q1. And since then MB, LEVIS & ASSOCIATES, LLC has made 1 purchases of DHS, at an average price of $96.66, for a total of 159,396.00 shares. Based on historical transaction data and DHS's current price of $97.95, MB, LEVIS & ASSOCIATES, LLC's estimated gain on his DHS holdings is $205,620.84, reflecting a 1.33% gain to date.
MB, LEVIS & ASSOCIATES, LLC DHS ($97.95) Holding Chart
MB, LEVIS & ASSOCIATES, LLC DHS ($97.95) 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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