Number of Shares
31,319.00
Current Holdings Value*
$2.57 Mil
% of Portfolio
1.5%
Total Estimate Gain
$148,108.32
% of Total Estimate Gain
5.95%

FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.'s WisdomTree U.S. LargeCap Dividend Fund Holding Summary

As of 2025-06-30, FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. held 31,319.00 shares of WisdomTree U.S. LargeCap Dividend Fund(DLN), totaling $2.57 Mil. This investment constitutes 1.5% of their stock portfolio, and FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. now holds 0.05% of the outstanding WisdomTree U.S. LargeCap Dividend Fund(DLN) stock.

The initial trade took place in 2025Q1. And since then FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. has made 2 purchases of DLN, at an average price of $79.44, for a total of 31,319.00 shares. Based on historical transaction data and DLN's current price of $84.17, FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.'s estimated gain on his DLN holdings is $148,108.32, reflecting a 5.95% gain to date.

FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. DLN ($84.17) Holding Chart

FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. DLN ($84.17) 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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