Avant Capital LLC DLN Holdings History

Number of Shares
32,049.00
Current Holdings Value*
$2.54 Mil
% of Portfolio
2.12%
Total Estimate Gain
$515,601.33
% of Total Estimate Gain
23.94%

Avant Capital LLC's WisdomTree U.S. LargeCap Dividend Fund Holding Summary

As of 2025-03-31, Avant Capital LLC held 32,049.00 shares of WisdomTree U.S. LargeCap Dividend Fund(DLN), totaling $2.54 Mil. This investment constitutes 2.12% of their stock portfolio, and Avant Capital LLC now holds 0.05% of the outstanding WisdomTree U.S. LargeCap Dividend Fund(DLN) stock.

The initial trade took place in 2021Q4. And since then Avant Capital LLC has made 8 purchases of DLN, at an average price of $66.58, for a total of 32,344.00 shares. In addition, there have been 1 sales at an average price of $60.70 for 295.00 shares. Based on historical transaction data and DLN's current price of $82.73, Avant Capital LLC's estimated gain on his DLN holdings is $515,601.33, reflecting a 23.94% gain to date.

Avant Capital LLC DLN ($82.73) Holding Chart

Avant Capital LLC DLN ($82.73) 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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