Phase 2 Partners, LLC WT Holdings History
Number of Shares
591,129.00
Current Holdings Value*
$6.21 Mil
% of Portfolio
4.66%
Total Estimate Gain
$5.25 Mil
% of Total Estimate Gain
30.01%
Phase 2 Partners, LLC's WisdomTree Inc Holding Summary
As of 2024-12-31, Phase 2 Partners, LLC held 591,129.00 shares of WisdomTree Inc(WT), totaling $6.21 Mil. This investment constitutes 4.66% of their stock portfolio, and Phase 2 Partners, LLC now holds 0.4% of the outstanding WisdomTree Inc(WT) stock.
The initial trade took place in 2022Q1. And since then Phase 2 Partners, LLC has made 6 purchases of WT, at an average price of $6.18, for a total of 2.83 Mil shares. In addition, there have been 6 sales at an average price of $6.73 for 2.24 Mil shares. Based on historical transaction data and WT's current price of $12.95, Phase 2 Partners, LLC's estimated gain on his WT holdings is $5.25 Mil, reflecting a 30.01% gain to date.
Phase 2 Partners, LLC WT ($12.95) Holding Chart
Phase 2 Partners, LLC WT ($12.95) 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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