JD Financial Services Inc. DON Holdings History
JD Financial Services Inc.'s WisdomTree U.S. MidCap Dividend Fund Holding Summary
As of 2021-12-31, JD Financial Services Inc. held 182,264.00 shares of WisdomTree U.S. MidCap Dividend Fund(DON), totaling $8.09 Mil. This investment constitutes 6.66% of their stock portfolio, and JD Financial Services Inc. now holds 0.25% of the outstanding WisdomTree U.S. MidCap Dividend Fund(DON) stock.
The initial trade took place in 2021Q1. And since then JD Financial Services Inc. has made 4 purchases of DON, at an average price of $41.45, for a total of 182,264.00 shares. Based on historical transaction data and DON's current price of $51.52, JD Financial Services Inc.'s estimated gain on his DON holdings is $1.84 Mil, reflecting a 24.29% gain to date.
JD Financial Services Inc. DON ($51.52) Holding Chart
JD Financial Services Inc. DON ($51.52) 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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