Number of Shares
24,734.00
Current Holdings Value*
$1.96 Mil
% of Portfolio
1.22%
Total Estimate Gain
$94,731.22
% of Total Estimate Gain
4.80%

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

As of 2025-03-31, FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. held 24,734.00 shares of WisdomTree U.S. LargeCap Dividend Fund(DLN), totaling $1.96 Mil. This investment constitutes 1.22% of their stock portfolio, and FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. now holds 0.04% 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 1 purchases of DLN, at an average price of $79.79, for a total of 24,734.00 shares. Based on historical transaction data and DLN's current price of $83.62, FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.'s estimated gain on his DLN holdings is $94,731.22, reflecting a 4.80% gain to date.

FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. DLN ($83.62) Holding Chart

FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. DLN ($83.62) 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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