Number of Shares
387.00
Current Holdings Value*
$30,910.00
% of Portfolio
16.19%
Total Estimate Gain
$3,470.55
% of Total Estimate Gain
11.81%

WisdomTree Siegel Moderate Digital Fund's WisdomTree U.S. Dividend Growth Fund Holding Summary

As of 2025-03-31, WisdomTree Siegel Moderate Digital Fund held 387.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $30,910.00. This investment constitutes 16.19% of their stock portfolio, and WisdomTree Siegel Moderate Digital Fund now holds 0% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.

The initial trade took place in 2023Q4. And since then WisdomTree Siegel Moderate Digital Fund has made 5 purchases of DGRW, at an average price of $75.94, for a total of 387.00 shares. Based on historical transaction data and DGRW's current price of $84.91, WisdomTree Siegel Moderate Digital Fund's estimated gain on his DGRW holdings is $3,470.55, reflecting a 11.81% gain to date.

WisdomTree Siegel Moderate Digital Fund DGRW ($84.91) Holding Chart

WisdomTree Siegel Moderate Digital Fund DGRW ($84.91) 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 %

Top Ranked Articles

  • 1