Financial Planning & Information Services, Inc. DON Holdings History
Financial Planning & Information Services, Inc.'s WisdomTree U.S. MidCap Dividend Fund Holding Summary
As of 2024-09-30, Financial Planning & Information Services, Inc. held 867,943.00 shares of WisdomTree U.S. MidCap Dividend Fund(DON), totaling $44.38 Mil. This investment constitutes 6.12% of their stock portfolio, and Financial Planning & Information Services, Inc. now holds 1.18% of the outstanding WisdomTree U.S. MidCap Dividend Fund(DON) stock.
The initial trade took place in 2018Q2. And since then Financial Planning & Information Services, Inc. has made 17 purchases of DON, at an average price of $34.68, for a total of 1.25 Mil shares. In addition, there have been 8 sales at an average price of $43.38 for 382,966.00 shares. Based on historical transaction data and DON's current price of $49.97, Financial Planning & Information Services, Inc.'s estimated gain on his DON holdings is $16.60 Mil, reflecting a 38.27% gain to date.
Financial Planning & Information Services, Inc. DON ($49.97) Holding Chart
Financial Planning & Information Services, Inc. DON ($49.97) 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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