Number of Shares
38,737.00
Current Holdings Value*
$3.07 Mil
% of Portfolio
2.42%
Total Estimate Gain
$434,830.17
% of Total Estimate Gain
15.62%

MidAtlantic Capital Management, Inc.'s WisdomTree U.S. LargeCap Dividend Fund Holding Summary

As of 2025-03-31, MidAtlantic Capital Management, Inc. held 38,737.00 shares of WisdomTree U.S. LargeCap Dividend Fund(DLN), totaling $3.07 Mil. This investment constitutes 2.42% of their stock portfolio, and MidAtlantic Capital Management, Inc. now holds 0.07% of the outstanding WisdomTree U.S. LargeCap Dividend Fund(DLN) stock.

The initial trade took place in 2023Q4. And since then MidAtlantic Capital Management, Inc. has made 3 purchases of DLN, at an average price of $71.86, for a total of 38,737.00 shares. Based on historical transaction data and DLN's current price of $83.09, MidAtlantic Capital Management, Inc.'s estimated gain on his DLN holdings is $434,830.17, reflecting a 15.62% gain to date.

MidAtlantic Capital Management, Inc. DLN ($83.09) Holding Chart

MidAtlantic Capital Management, Inc. DLN ($83.09) 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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