WIN ADVISORS, INC DHS Holdings History

Number of Shares
102,291.00
Current Holdings Value*
$10.14 Mil
% of Portfolio
5.21%
Total Estimate Gain
$465.63
% of Total Estimate Gain
0.00%

WIN ADVISORS, INC's WisdomTree U.S. High Dividend Fund Holding Summary

As of 2025-03-31, WIN ADVISORS, INC held 102,291.00 shares of WisdomTree U.S. High Dividend Fund(DHS), totaling $10.14 Mil. This investment constitutes 5.21% of their stock portfolio, and WIN ADVISORS, INC now holds 0.8% of the outstanding WisdomTree U.S. High Dividend Fund(DHS) stock.

The initial trade took place in 2023Q3. And since then WIN ADVISORS, INC has made 2 purchases of DHS, at an average price of $90.99, for a total of 158,007.00 shares. In addition, there have been 1 sales at an average price of $78.21 for 55,716.00 shares. Based on historical transaction data and DHS's current price of $97.95, WIN ADVISORS, INC's estimated gain on his DHS holdings is $465.63, reflecting a 0.00% gain to date.

WIN ADVISORS, INC DHS ($97.95) Holding Chart

WIN ADVISORS, INC DHS ($97.95) 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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