Number of Shares
27.00
Current Holdings Value*
$15,170.00
% of Portfolio
8.2%
Total Estimate Gain
$4,197.44
% of Total Estimate Gain
27.88%

WisdomTree Siegel Longevity Digital Fund's iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, WisdomTree Siegel Longevity Digital Fund held 27.00 shares of iShares Core S&P 500 ETF(IVV), totaling $15,170.00. This investment constitutes 8.2% of their stock portfolio, and WisdomTree Siegel Longevity Digital Fund now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2023Q4. And since then WisdomTree Siegel Longevity Digital Fund has made 4 purchases of IVV, at an average price of $485.64, for a total of 31.00 shares. In addition, there have been 1 sales at an average price of $556.01 for 4.00 shares. Based on historical transaction data and IVV's current price of $630.67, WisdomTree Siegel Longevity Digital Fund's estimated gain on his IVV holdings is $4,197.44, reflecting a 27.88% gain to date.

WisdomTree Siegel Longevity Digital Fund IVV ($630.67) Holding Chart

WisdomTree Siegel Longevity Digital Fund IVV ($630.67) 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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