Private Capital DON Holdings History
Private Capital's WisdomTree U.S. MidCap Dividend Fund Holding Summary
As of 2025-03-31, Private Capital Management held 80,663.00 shares of WisdomTree U.S. MidCap Dividend Fund(DON), totaling $3.99 Mil. This investment constitutes 0.44% of their stock portfolio, and Private Capital Management now holds 0.11% of the outstanding WisdomTree U.S. MidCap Dividend Fund(DON) stock.
The initial trade took place in 2022Q1. And since then Private Capital has made 11 purchases of DON, at an average price of $42.97, for a total of 85,605.00 shares. In addition, there have been 2 sales at an average price of $51.01 for 4,942.00 shares. Based on historical transaction data and DON's current price of $51.13, Private Capital's estimated gain on his DON holdings is $697,601.89, reflecting a 18.96% gain to date.
Private Capital DON ($51.13) Holding Chart
Private Capital DON ($51.13) 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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