Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-12,041.82
% of Total Estimate Gain
-2.71%

Meristem Family Wealth, LLC's WisdomTree U.S. MidCap Dividend Fund Holding Summary

As of 2022-09-30, Meristem Family Wealth, LLC held - shares of WisdomTree U.S. MidCap Dividend Fund(DON), totaling N/A. This investment constitutes 0% of their stock portfolio, and Meristem Family Wealth, LLC now holds 0% of the outstanding WisdomTree U.S. MidCap Dividend Fund(DON) stock.

The initial trade took place in 2021Q2. And since then Meristem Family Wealth, LLC has made 1 purchases of DON, at an average price of $42.06, for a total of 10,563.00 shares. In addition, there have been 1 sales at an average price of $40.92 for 10,563.00 shares. Based on historical transaction data and DON's current price of $49.97, Meristem Family Wealth, LLC's estimated gain on his DON holdings is $-12,041.82, reflecting a -2.71% gain to date.

Meristem Family Wealth, LLC DON ($49.97) Holding Chart

Meristem Family Wealth, LLC DON ($49.97) 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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