Farrell Financial LLC DON Holdings History

Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$21,133.01
% of Total Estimate Gain
10.94%

Farrell Financial LLC's WisdomTree U.S. MidCap Dividend Fund Holding Summary

As of 2025-03-31, Farrell Financial LLC held - shares of WisdomTree U.S. MidCap Dividend Fund(DON), totaling N/A. This investment constitutes 0% of their stock portfolio, and Farrell Financial LLC now holds 0% of the outstanding WisdomTree U.S. MidCap Dividend Fund(DON) stock.

The initial trade took place in 2024Q1. And since then Farrell Financial LLC has made 1 purchases of DON, at an average price of $45.86, for a total of 4,211.00 shares. In addition, there have been 2 sales at an average price of $50.88 for 4,211.00 shares. Based on historical transaction data and DON's current price of $50.05, Farrell Financial LLC's estimated gain on his DON holdings is $21,133.01, reflecting a 10.94% gain to date.

Farrell Financial LLC DON ($50.05) Holding Chart

Farrell Financial LLC DON ($50.05) 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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