Frazier Financial Advisors, LLC DON Holdings History
Frazier Financial Advisors, LLC's WisdomTree U.S. MidCap Dividend Fund Holding Summary
As of 2025-03-31, Frazier Financial Advisors, LLC held 92,398.00 shares of WisdomTree U.S. MidCap Dividend Fund(DON), totaling $4.58 Mil. This investment constitutes 3.53% of their stock portfolio, and Frazier Financial Advisors, LLC now holds 0.13% of the outstanding WisdomTree U.S. MidCap Dividend Fund(DON) stock.
The initial trade took place in 2023Q4. And since then Frazier Financial Advisors, LLC has made 1 purchases of DON, at an average price of $42.25, for a total of 99,046.00 shares. In addition, there have been 4 sales at an average price of $49.44 for 6,648.00 shares. Based on historical transaction data and DON's current price of $51.09, Frazier Financial Advisors, LLC's estimated gain on his DON holdings is $864,464.13, reflecting a 20.66% gain to date.
Frazier Financial Advisors, LLC DON ($51.09) Holding Chart
Frazier Financial Advisors, LLC DON ($51.09) 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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