Number of Shares
71.00
Current Holdings Value*
$9,160.00
% of Portfolio
4.8%
Total Estimate Gain
$1,633.14
% of Total Estimate Gain
19.96%

WisdomTree Siegel Moderate Digital Fund's Vanguard High Dividend Yield Indx ETF Holding Summary

As of 2025-03-31, WisdomTree Siegel Moderate Digital Fund held 71.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $9,160.00. This investment constitutes 4.8% of their stock portfolio, and WisdomTree Siegel Moderate Digital Fund now holds 0% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.

The initial trade took place in 2023Q4. And since then WisdomTree Siegel Moderate Digital Fund has made 4 purchases of VYM, at an average price of $112.06, for a total of 73.00 shares. In addition, there have been 1 sales at an average price of $123.45 for 2.00 shares. Based on historical transaction data and VYM's current price of $134.74, WisdomTree Siegel Moderate Digital Fund's estimated gain on his VYM holdings is $1,633.14, reflecting a 19.96% gain to date.

WisdomTree Siegel Moderate Digital Fund VYM ($134.74) Holding Chart

WisdomTree Siegel Moderate Digital Fund VYM ($134.74) 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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