WisdomTree Siegel Moderate Digital Fund IVV Holdings History
WisdomTree Siegel Moderate Digital Fund's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, WisdomTree Siegel Moderate Digital Fund held 26.00 shares of iShares Core S&P 500 ETF(IVV), totaling $14,610.00. This investment constitutes 7.65% of their stock portfolio, and WisdomTree Siegel Moderate 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 Moderate Digital Fund has made 4 purchases of IVV, at an average price of $486.85, for a total of 29.00 shares. In addition, there have been 1 sales at an average price of $556.01 for 3.00 shares. Based on historical transaction data and IVV's current price of $623.83, WisdomTree Siegel Moderate Digital Fund's estimated gain on his IVV holdings is $3,769.06, reflecting a 26.70% gain to date.
WisdomTree Siegel Moderate Digital Fund IVV ($623.83) Holding Chart
WisdomTree Siegel Moderate Digital Fund IVV ($623.83) 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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