Linscomb Wealth, Inc. DON Holdings History
Linscomb Wealth, Inc.'s WisdomTree U.S. MidCap Dividend Fund Holding Summary
As of 2025-03-31, Linscomb Wealth, Inc. held 1.82 Mil shares of WisdomTree U.S. MidCap Dividend Fund(DON), totaling $90.13 Mil. This investment constitutes 4.49% of their stock portfolio, and Linscomb Wealth, Inc. now holds 2.48% of the outstanding WisdomTree U.S. MidCap Dividend Fund(DON) stock.
The initial trade took place in 2013Q4. And since then Linscomb Wealth, Inc. has made 16 purchases of DON, at an average price of $22.72, for a total of 2.98 Mil shares. In addition, there have been 21 sales at an average price of $37.82 for 1.16 Mil shares. Based on historical transaction data and DON's current price of $51.09, Linscomb Wealth, Inc.'s estimated gain on his DON holdings is $69.13 Mil, reflecting a 102.15% gain to date.
Linscomb Wealth, Inc. DON ($51.09) Holding Chart
Linscomb Wealth, 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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