Spectrum Wealth Advisory Group, LLC DGS Holdings History
Spectrum Wealth Advisory Group, LLC's WisdomTree Emerging Markets SmallCap Dividend Fund Holding Summary
As of 2025-03-31, Spectrum Wealth Advisory Group, LLC held 187,413.00 shares of WisdomTree Emerging Markets SmallCap Dividend Fund(DGS), totaling $9.05 Mil. This investment constitutes 4.34% of their stock portfolio, and Spectrum Wealth Advisory Group, LLC now holds 0.62% of the outstanding WisdomTree Emerging Markets SmallCap Dividend Fund(DGS) stock.
The initial trade took place in 2024Q3. And since then Spectrum Wealth Advisory Group, LLC has made 3 purchases of DGS, at an average price of $51.28, for a total of 187,413.00 shares. Based on historical transaction data and DGS's current price of $56.08, Spectrum Wealth Advisory Group, LLC's estimated gain on his DGS holdings is $900,343.10, reflecting a 9.37% gain to date.
Spectrum Wealth Advisory Group, LLC DGS ($56.08) Holding Chart
Spectrum Wealth Advisory Group, LLC DGS ($56.08) 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
