Number of Shares
108,560.00
Current Holdings Value*
$5.38 Mil
% of Portfolio
5.16%
Total Estimate Gain
$40,167.20
% of Total Estimate Gain
0.73%

MJT & Associates Financial Advisory Group, Inc.'s WisdomTree U.S. MidCap Dividend Fund Holding Summary

As of 2025-03-31, MJT & Associates Financial Advisory Group, Inc. held 108,560.00 shares of WisdomTree U.S. MidCap Dividend Fund(DON), totaling $5.38 Mil. This investment constitutes 5.16% of their stock portfolio, and MJT & Associates Financial Advisory Group, Inc. now holds 0.15% of the outstanding WisdomTree U.S. MidCap Dividend Fund(DON) stock.

The initial trade took place in 2025Q1. Based on historical transaction data and DON's current price of $51.34, MJT & Associates Financial Advisory Group, Inc.'s estimated gain on his DON holdings is $40,167.20, reflecting a 0.73% gain to date.

MJT & Associates Financial Advisory Group, Inc. DON ($51.34) Holding Chart

MJT & Associates Financial Advisory Group, Inc. DON ($51.34) 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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