Bickling Financial Services, Inc. DON Holdings History
Bickling Financial Services, Inc.'s WisdomTree U.S. MidCap Dividend Fund Holding Summary
As of 2022-12-31, Bickling Financial Services, Inc. held 99,589.00 shares of WisdomTree U.S. MidCap Dividend Fund(DON), totaling $4.10 Mil. This investment constitutes 2.56% of their stock portfolio, and Bickling Financial Services, Inc. now holds 0.13% of the outstanding WisdomTree U.S. MidCap Dividend Fund(DON) stock.
The initial trade took place in 2020Q4. And since then Bickling Financial Services, Inc. has made 6 purchases of DON, at an average price of $36.58, for a total of 101,301.00 shares. In addition, there have been 2 sales at an average price of $38.07 for 1,712.00 shares. Based on historical transaction data and DON's current price of $51.09, Bickling Financial Services, Inc.'s estimated gain on his DON holdings is $1.45 Mil, reflecting a 39.06% gain to date.
Bickling Financial Services, Inc. DON ($51.09) Holding Chart
Bickling Financial Services, Inc. DON ($51.09) 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 % | |||
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