Neumann Capital Management, LLC DGS Holdings History
Neumann Capital Management, LLC's WisdomTree Emerging Markets SmallCap Dividend Fund Holding Summary
As of 2025-03-31, Neumann Capital Management, LLC held 166,085.00 shares of WisdomTree Emerging Markets SmallCap Dividend Fund(DGS), totaling $8.02 Mil. This investment constitutes 2.77% of their stock portfolio, and Neumann Capital Management, LLC now holds 0.52% of the outstanding WisdomTree Emerging Markets SmallCap Dividend Fund(DGS) stock.
The initial trade took place in 2014Q4. And since then Neumann Capital Management, LLC has made 16 purchases of DGS, at an average price of $47.33, for a total of 220,838.00 shares. In addition, there have been 15 sales at an average price of $41.35 for 54,753.00 shares. Based on historical transaction data and DGS's current price of $54.41, Neumann Capital Management, LLC's estimated gain on his DGS holdings is $847,932.49, reflecting a 8.11% gain to date.
Neumann Capital Management, LLC DGS ($54.41) Holding Chart
Neumann Capital 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
