First Trust Direct Indexing L.P. DLN Holdings History
First Trust Direct Indexing L.P.'s WisdomTree U.S. LargeCap Dividend Fund Holding Summary
As of 2024-12-31, First Trust Direct Indexing L.P. held - shares of WisdomTree U.S. LargeCap Dividend Fund(DLN), totaling N/A. This investment constitutes 0% of their stock portfolio, and First Trust Direct Indexing L.P. now holds 0% of the outstanding WisdomTree U.S. LargeCap Dividend Fund(DLN) stock.
The initial trade took place in 2024Q1. And since then First Trust Direct Indexing L.P. has made 1 purchases of DLN, at an average price of $68.66, for a total of 5,105.00 shares. In addition, there have been 1 sales at an average price of $79.76 for 5,105.00 shares. Based on historical transaction data and DLN's current price of $82.95, First Trust Direct Indexing L.P.'s estimated gain on his DLN holdings is $56,665.50, reflecting a 16.17% gain to date.
First Trust Direct Indexing L.P. DLN ($82.95) Holding Chart
First Trust Direct Indexing L.P. DLN ($82.95) 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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