Number of Shares
32,336.00
Current Holdings Value*
$1.79 Mil
% of Portfolio
0.42%
Total Estimate Gain
$1.45 Mil
% of Total Estimate Gain
11.22%

MFA Wealth Advisors, LLC's WisdomTree Emerging Markets SmallCap Dividend Fund Holding Summary

As of 2025-06-30, MFA Wealth Advisors, LLC held 32,336.00 shares of WisdomTree Emerging Markets SmallCap Dividend Fund(DGS), totaling $1.79 Mil. This investment constitutes 0.42% of their stock portfolio, and MFA Wealth Advisors, LLC now holds 0.11% of the outstanding WisdomTree Emerging Markets SmallCap Dividend Fund(DGS) stock.

The initial trade took place in 2023Q1. And since then MFA Wealth Advisors, LLC has made 8 purchases of DGS, at an average price of $46.52, for a total of 277,240.00 shares. In addition, there have been 2 sales at an average price of $51.16 for 244,904.00 shares. Based on historical transaction data and DGS's current price of $56.08, MFA Wealth Advisors, LLC's estimated gain on his DGS holdings is $1.45 Mil, reflecting a 11.22% gain to date.

MFA Wealth Advisors, LLC DGS ($56.08) Holding Chart

MFA Wealth Advisors, LLC DGS ($56.08) 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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