Kiely Wealth Advisory Group, Inc. DON Holdings History
Kiely Wealth Advisory Group, Inc.'s WisdomTree U.S. MidCap Dividend Fund Holding Summary
As of 2024-12-31, Kiely Wealth Advisory Group, Inc. held 29,296.00 shares of WisdomTree U.S. MidCap Dividend Fund(DON), totaling $1.51 Mil. This investment constitutes 0.97% of their stock portfolio, and Kiely Wealth Advisory Group, Inc. now holds 0.04% of the outstanding WisdomTree U.S. MidCap Dividend Fund(DON) stock.
The initial trade took place in 2024Q3. And since then Kiely Wealth Advisory Group, Inc. has made 2 purchases of DON, at an average price of $51.62, for a total of 29,296.00 shares. Based on historical transaction data and DON's current price of $51.09, Kiely Wealth Advisory Group, Inc.'s estimated gain on his DON holdings is $-15,466.08, reflecting a -1.02% gain to date.
Kiely Wealth Advisory Group, Inc. DON ($51.09) Holding Chart
Kiely Wealth Advisory Group, Inc. 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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