Number of Shares
10,954.00
Current Holdings Value*
$841,380.00
% of Portfolio
21.9%
Total Estimate Gain
$319,788.98
% of Total Estimate Gain
43.58%

WisdomTree Balanced Income Fund's WisdomTree U.S. High Dividend Fund Holding Summary

As of 2019-12-31, WisdomTree Trust held 10,954.00 shares of WisdomTree U.S. High Dividend Fund(DHS), totaling $841,380.00. This investment constitutes 21.9% of their stock portfolio, and WisdomTree Trust now holds 0.09% of the outstanding WisdomTree U.S. High Dividend Fund(DHS) stock.

The initial trade took place in 2019Q3. In addition, there have been 1 sales at an average price of $69.88 for 14.00 shares. Based on historical transaction data and DHS's current price of $96.09, WisdomTree Balanced Income Fund's estimated gain on his DHS holdings is $319,788.98, reflecting a 43.58% gain to date.

WisdomTree Balanced Income Fund DHS ($96.09) Holding Chart

WisdomTree Balanced Income Fund DHS ($96.09) 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