MJT & Associates Financial Advisory Group, Inc. DON Holdings History
MJT & Associates Financial Advisory Group, Inc.'s WisdomTree U.S. MidCap Dividend Fund Holding Summary
As of 2025-06-30, MJT & Associates Financial Advisory Group, Inc. held 110,684.00 shares of WisdomTree U.S. MidCap Dividend Fund(DON), totaling $5.55 Mil. This investment constitutes 6.88% 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. And since then MJT & Associates Financial Advisory Group, Inc. has made 1 purchases of DON, at an average price of $50.92, for a total of 110,684.00 shares. Based on historical transaction data and DON's current price of $51.52, MJT & Associates Financial Advisory Group, Inc.'s estimated gain on his DON holdings is $66,547.28, reflecting a 1.18% gain to date.
MJT & Associates Financial Advisory Group, Inc. DON ($51.52) Holding Chart
MJT & Associates Financial Advisory Group, 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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