Number of Shares
288.00
Current Holdings Value*
$13,390.00
% of Portfolio
2.75%
Total Estimate Gain
$1,869.78
% of Total Estimate Gain
6.15%

WisdomTree Siegel Global Equity Digital Fund's WisdomTree U.S. SmallCap Dividend Growth Fund Holding Summary

As of 2025-03-31, WisdomTree Siegel Global Equity Digital Fund held 288.00 shares of WisdomTree U.S. SmallCap Dividend Growth Fund(DGRS), totaling $13,390.00. This investment constitutes 2.75% of their stock portfolio, and WisdomTree Siegel Global Equity Digital Fund now holds 0% of the outstanding WisdomTree U.S. SmallCap Dividend Growth Fund(DGRS) stock.

The initial trade took place in 2023Q4. And since then WisdomTree Siegel Global Equity Digital Fund has made 4 purchases of DGRS, at an average price of $46.26, for a total of 657.00 shares. In addition, there have been 1 sales at an average price of $49.68 for 369.00 shares. Based on historical transaction data and DGRS's current price of $48.38, WisdomTree Siegel Global Equity Digital Fund's estimated gain on his DGRS holdings is $1,869.78, reflecting a 6.15% gain to date.

WisdomTree Siegel Global Equity Digital Fund DGRS ($48.38) Holding Chart

WisdomTree Siegel Global Equity Digital Fund DGRS ($48.38) 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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