Sutton Wealth Advisors Inc. DEM Holdings History
Sutton Wealth Advisors Inc.'s WisdomTree Emerging Markets High Dividend Fund Holding Summary
As of 2023-09-30, Sutton Wealth Advisors Inc. held 140,211.00 shares of WisdomTree Emerging Markets High Dividend Fund(DEM), totaling $5.26 Mil. This investment constitutes 2.6% of their stock portfolio, and Sutton Wealth Advisors Inc. now holds 0.24% of the outstanding WisdomTree Emerging Markets High Dividend Fund(DEM) stock.
The initial trade took place in 2023Q3. And since then Sutton Wealth Advisors Inc. has made 1 purchases of DEM, at an average price of $38.88, for a total of 140,211.00 shares. Based on historical transaction data and DEM's current price of $45.90, Sutton Wealth Advisors Inc.'s estimated gain on his DEM holdings is $984,281.22, reflecting a 18.06% gain to date.
Sutton Wealth Advisors Inc. DEM ($45.90) Holding Chart
Sutton Wealth Advisors Inc. DEM ($45.90) 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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