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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