FIDELIS IM, LLC DLN Holdings History
FIDELIS iM, LLC's WisdomTree U.S. LargeCap Dividend Fund Holding Summary
As of 2025-03-31, FIDELIS iM, LLC held 236,179.00 shares of WisdomTree U.S. LargeCap Dividend Fund(DLN), totaling $18.75 Mil. This investment constitutes 8.68% of their stock portfolio, and FIDELIS iM, LLC now holds 0.39% of the outstanding WisdomTree U.S. LargeCap Dividend Fund(DLN) stock.
The initial trade took place in 2021Q3. And since then FIDELIS iM, LLC has made 12 purchases of DLN, at an average price of $66.37, for a total of 246,254.00 shares. In addition, there have been 2 sales at an average price of $78.63 for 10,075.00 shares. Based on historical transaction data and DLN's current price of $83.24, FIDELIS iM, LLC's estimated gain on his DLN holdings is $4.11 Mil, reflecting a 25.12% gain to date.
FIDELIS iM, LLC DLN ($83.24) Holding Chart
FIDELIS iM, LLC DLN ($83.24) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
