Number of Shares
3.99 Mil
Current Holdings Value*
$35.58 Mil
% of Portfolio
6.39%
Total Estimate Gain
$13.34 Mil
% of Total Estimate Gain
22.21%

Simcoe Capital Management, LLC's WisdomTree Inc Holding Summary

As of 2025-03-31, Simcoe Capital Management, LLC held 3.99 Mil shares of WisdomTree Inc(WT), totaling $35.58 Mil. This investment constitutes 6.39% of their stock portfolio, and Simcoe Capital Management, LLC now holds 2.71% of the outstanding WisdomTree Inc(WT) stock.

The initial trade took place in 2020Q1. And since then Simcoe Capital Management, LLC has made 3 purchases of WT, at an average price of $6.88, for a total of 8.72 Mil shares. In addition, there have been 2 sales at an average price of $4.59 for 4.73 Mil shares. Based on historical transaction data and WT's current price of $12.95, Simcoe Capital Management, LLC's estimated gain on his WT holdings is $13.34 Mil, reflecting a 22.21% gain to date.

Simcoe Capital Management, LLC WT ($12.95) Holding Chart

Simcoe Capital Management, 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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