Milestone Asset Management Group, LLC DON Holdings History
Milestone Asset Management Group, LLC's WisdomTree U.S. MidCap Dividend Fund Holding Summary
As of 2025-03-31, Milestone Asset Management Group, LLC held 17,301.00 shares of WisdomTree U.S. MidCap Dividend Fund(DON), totaling $866,850.00. This investment constitutes 0.78% of their stock portfolio, and Milestone Asset Management Group, LLC now holds 0.02% of the outstanding WisdomTree U.S. MidCap Dividend Fund(DON) stock.
The initial trade took place in 2025Q1. And since then Milestone Asset Management Group, LLC has made 1 purchases of DON, at an average price of $50.97, for a total of 17,301.00 shares. Based on historical transaction data and DON's current price of $50.39, Milestone Asset Management Group, LLC's estimated gain on his DON holdings is $-10,034.58, reflecting a -1.14% gain to date.
Milestone Asset Management Group, LLC DON ($50.39) Holding Chart
Milestone Asset Management Group, LLC DON ($50.39) 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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