Number of Shares
104.00
Current Holdings Value*
$5,320.00
% of Portfolio
2.79%
Total Estimate Gain
$274.96
% of Total Estimate Gain
4.95%

WisdomTree Siegel Moderate Digital Fund's SPDR Portfolio S&P 400 Mid Cap ETF Holding Summary

As of 2025-03-31, WisdomTree Siegel Moderate Digital Fund held 104.00 shares of SPDR Portfolio S&P 400 Mid Cap ETF(SPMD), totaling $5,320.00. This investment constitutes 2.79% of their stock portfolio, and WisdomTree Siegel Moderate Digital Fund now holds 0% of the outstanding SPDR Portfolio S&P 400 Mid Cap ETF(SPMD) stock.

The initial trade took place in 2024Q3. And since then WisdomTree Siegel Moderate Digital Fund has made 3 purchases of SPMD, at an average price of $53.40, for a total of 104.00 shares. Based on historical transaction data and SPMD's current price of $56.05, WisdomTree Siegel Moderate Digital Fund's estimated gain on his SPMD holdings is $274.96, reflecting a 4.95% gain to date.

WisdomTree Siegel Moderate Digital Fund SPMD ($56.05) Holding Chart

WisdomTree Siegel Moderate Digital Fund SPMD ($56.05) 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