Number of Shares
403.00
Current Holdings Value*
$17,660.00
% of Portfolio
9.25%
Total Estimate Gain
$293.81
% of Total Estimate Gain
1.70%

WisdomTree Siegel Moderate Digital Fund's WisdomTree Mortgage Plus Bond Fund Holding Summary

As of 2025-03-31, WisdomTree Siegel Moderate Digital Fund held 403.00 shares of WisdomTree Mortgage Plus Bond Fund(MTGP), totaling $17,660.00. This investment constitutes 9.25% of their stock portfolio, and WisdomTree Siegel Moderate Digital Fund now holds 0.03% of the outstanding WisdomTree Mortgage Plus Bond Fund(MTGP) stock.

The initial trade took place in 2023Q4. And since then WisdomTree Siegel Moderate Digital Fund has made 5 purchases of MTGP, at an average price of $42.95, for a total of 403.00 shares. Based on historical transaction data and MTGP's current price of $43.68, WisdomTree Siegel Moderate Digital Fund's estimated gain on his MTGP holdings is $293.81, reflecting a 1.70% gain to date.

WisdomTree Siegel Moderate Digital Fund MTGP ($43.68) Holding Chart

WisdomTree Siegel Moderate Digital Fund MTGP ($43.68) 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