Meristem Family Wealth, LLC DES Holdings History
Meristem Family Wealth, LLC's WisdomTree U.S. SmallCap Dividend Fund Holding Summary
As of 2022-09-30, Meristem Family Wealth, LLC held - shares of WisdomTree U.S. SmallCap Dividend Fund(DES), totaling N/A. This investment constitutes 0% of their stock portfolio, and Meristem Family Wealth, LLC now holds 0% of the outstanding WisdomTree U.S. SmallCap Dividend Fund(DES) stock.
The initial trade took place in 2021Q2. And since then Meristem Family Wealth, LLC has made 1 purchases of DES, at an average price of $32.13, for a total of 12,685.00 shares. In addition, there have been 1 sales at an average price of $28.77 for 12,685.00 shares. Based on historical transaction data and DES's current price of $33.29, Meristem Family Wealth, LLC's estimated gain on his DES holdings is $-42,621.60, reflecting a -10.46% gain to date.
Meristem Family Wealth, LLC DES ($33.29) Holding Chart
Meristem Family Wealth, 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 % | |||
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