Swaine & Leidel Wealth Services, LLC DGS Holdings History
Swaine & Leidel Wealth Services, LLC's WisdomTree Emerging Markets SmallCap Dividend Fund Holding Summary
As of 2022-03-31, Swaine & Leidel Wealth Services, LLC held 4,923.00 shares of WisdomTree Emerging Markets SmallCap Dividend Fund(DGS), totaling $4.92 Mil. This investment constitutes 3.79% of their stock portfolio, and Swaine & Leidel Wealth Services, LLC now holds 0.01% of the outstanding WisdomTree Emerging Markets SmallCap Dividend Fund(DGS) stock.
The initial trade took place in 2019Q4. And since then Swaine & Leidel Wealth Services, LLC has made 7 purchases of DGS, at an average price of $45.41, for a total of 100,903.00 shares. In addition, there have been 1 sales at an average price of $53.73 for 95,980.00 shares. Based on historical transaction data and DGS's current price of $56.08, Swaine & Leidel Wealth Services, LLC's estimated gain on his DGS holdings is $851,318.15, reflecting a 18.58% gain to date.
Swaine & Leidel Wealth Services, LLC DGS ($56.08) Holding Chart
Swaine & Leidel Wealth Services, 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 % | |||
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