HOWARD BAILEY SECURITIES, LLC DON Holdings History
Number of Shares
70,122.00
Current Holdings Value*
$3.47 Mil
% of Portfolio
1.4%
Total Estimate Gain
$198,085.63
% of Total Estimate Gain
4.41%
HOWARD BAILEY SECURITIES, LLC's WisdomTree U.S. MidCap Dividend Fund Holding Summary
As of 2025-03-31, HOWARD BAILEY SECURITIES, LLC held 70,122.00 shares of WisdomTree U.S. MidCap Dividend Fund(DON), totaling $3.47 Mil. This investment constitutes 1.4% of their stock portfolio, and HOWARD BAILEY SECURITIES, LLC now holds 0.1% of the outstanding WisdomTree U.S. MidCap Dividend Fund(DON) stock.
The initial trade took place in 2024Q3. In addition, there have been 2 sales at an average price of $50.98 for 21,804.00 shares. Based on historical transaction data and DON's current price of $51.04, HOWARD BAILEY SECURITIES, LLC's estimated gain on his DON holdings is $198,085.63, reflecting a 4.41% gain to date.
HOWARD BAILEY SECURITIES, LLC DON ($51.04) Holding Chart
HOWARD BAILEY SECURITIES, LLC DON ($51.04) 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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