WisdomTree Balanced Income Fund DHS Holdings History
Number of Shares
10,954.00
Current Holdings Value*
$841,380.00
% of Portfolio
21.9%
Total Estimate Gain
$521,013.96
% of Total Estimate Gain
71.01%
WisdomTree Balanced Income Fund's WisdomTree U.S. High Dividend Fund Holding Summary
As of 2019-12-31, WisdomTree Trust held 10,954.00 shares of WisdomTree U.S. High Dividend Fund(DHS), totaling $841,380.00. This investment constitutes 21.9% of their stock portfolio, and WisdomTree Trust now holds 0.09% of the outstanding WisdomTree U.S. High Dividend Fund(DHS) stock.
The initial trade took place in 2019Q3. In addition, there have been 1 sales at an average price of $69.88 for 14.00 shares. Based on historical transaction data and DHS's current price of $114.46, WisdomTree Balanced Income Fund's estimated gain on his DHS holdings is $521,013.96, reflecting a 71.01% gain to date.
WisdomTree Balanced Income Fund DHS ($114.46) Holding Chart
WisdomTree Balanced Income Fund DHS ($114.46) 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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