Coulter & Justus Financial Services, LLC DON Holdings History
Coulter & Justus Financial Services, LLC's WisdomTree U.S. MidCap Dividend Fund Holding Summary
As of 2024-03-31, Coulter & Justus Financial Services, LLC held - shares of WisdomTree U.S. MidCap Dividend Fund(DON), totaling N/A. This investment constitutes 0% of their stock portfolio, and Coulter & Justus Financial Services, LLC now holds -% of the outstanding WisdomTree U.S. MidCap Dividend Fund(DON) stock.
The initial trade took place in 2022Q3. And since then Coulter & Justus Financial Services, LLC has made 6 purchases of DON, at an average price of $41.60, for a total of 228,556.00 shares. In addition, there have been 1 sales at an average price of $45.86 for 228,556.00 shares. Based on historical transaction data and DON's current price of $51.09, Coulter & Justus Financial Services, LLC's estimated gain on his DON holdings is $974,220.49, reflecting a 10.25% gain to date.
Coulter & Justus Financial Services, LLC DON ($51.09) Holding Chart
Coulter & Justus Financial Services, LLC 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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