Number of Shares
225.00
Current Holdings Value*
$17,310.00
% of Portfolio
9.06%
Total Estimate Gain
$3,310.90
% of Total Estimate Gain
21.47%

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

As of 2025-03-31, WisdomTree Siegel Moderate Digital Fund held 225.00 shares of WisdomTree U.S. Total Dividend Fund(DTD), totaling $17,310.00. This investment constitutes 9.06% of their stock portfolio, and WisdomTree Siegel Moderate Digital Fund now holds 0% of the outstanding WisdomTree U.S. Total Dividend Fund(DTD) stock.

The initial trade took place in 2023Q4. And since then WisdomTree Siegel Moderate Digital Fund has made 4 purchases of DTD, at an average price of $65.91, for a total of 234.00 shares. In addition, there have been 1 sales at an average price of $73.60 for 9.00 shares. Based on historical transaction data and DTD's current price of $80.32, WisdomTree Siegel Moderate Digital Fund's estimated gain on his DTD holdings is $3,310.90, reflecting a 21.47% gain to date.

WisdomTree Siegel Moderate Digital Fund DTD ($80.32) Holding Chart

WisdomTree Siegel Moderate Digital Fund DTD ($80.32) 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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