VALLEY FINANCIAL MANAGEMENT, INC. EUDG Holdings History
VALLEY FINANCIAL MANAGEMENT, INC.'s WisdomTree Europe Quality Dividend Growth Fund Holding Summary
As of 2023-06-30, VALLEY FINANCIAL MANAGEMENT, INC. held 433,662.00 shares of WisdomTree Europe Quality Dividend Growth Fund(EUDG), totaling $13.27 Mil. This investment constitutes 6.87% of their stock portfolio, and VALLEY FINANCIAL MANAGEMENT, INC. now holds 18.85% of the outstanding WisdomTree Europe Quality Dividend Growth Fund(EUDG) stock.
The initial trade took place in 2022Q4. And since then VALLEY FINANCIAL MANAGEMENT, INC. has made 2 purchases of EUDG, at an average price of $26.16, for a total of 475,860.00 shares. In addition, there have been 1 sales at an average price of $28.91 for 42,198.00 shares. Based on historical transaction data and EUDG's current price of $34.95, VALLEY FINANCIAL MANAGEMENT, INC.'s estimated gain on his EUDG holdings is $3.93 Mil, reflecting a 31.55% gain to date.
VALLEY FINANCIAL MANAGEMENT, INC. EUDG ($34.95) Holding Chart
VALLEY FINANCIAL MANAGEMENT, INC. EUDG ($34.95) 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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