Paracle Advisors, LLC DON Holdings History
Paracle Advisors, LLC's WisdomTree U.S. MidCap Dividend Fund Holding Summary
As of 2021-03-31, Paracle Advisors, LLC held 590,197.00 shares of WisdomTree U.S. MidCap Dividend Fund(DON), totaling $23.86 Mil. This investment constitutes 5.02% of their stock portfolio, and Paracle Advisors, LLC now holds 0.81% of the outstanding WisdomTree U.S. MidCap Dividend Fund(DON) stock.
The initial trade took place in 2018Q2. And since then Paracle Advisors, LLC has made 12 purchases of DON, at an average price of $33.81, for a total of 590,197.00 shares. Based on historical transaction data and DON's current price of $51.09, Paracle Advisors, LLC's estimated gain on his DON holdings is $10.20 Mil, reflecting a 51.12% gain to date.
Paracle Advisors, LLC DON ($51.09) Holding Chart
Paracle Advisors, LLC DON ($51.09) 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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