Private Wealth Strategies, L.L.C. DON Holdings History
Private Wealth Strategies, L.L.C.'s WisdomTree U.S. MidCap Dividend Fund Holding Summary
As of 2024-06-30, Private Wealth Strategies, L.L.C. held 280,375.00 shares of WisdomTree U.S. MidCap Dividend Fund(DON), totaling $13.11 Mil. This investment constitutes 2.63% of their stock portfolio, and Private Wealth Strategies, L.L.C. now holds -% of the outstanding WisdomTree U.S. MidCap Dividend Fund(DON) stock.
The initial trade took place in 2019Q4. And since then Private Wealth Strategies, L.L.C. has made 14 purchases of DON, at an average price of $36.24, for a total of 500,744.00 shares. In addition, there have been 4 sales at an average price of $38.52 for 220,369.00 shares. Based on historical transaction data and DON's current price of $51.42, Private Wealth Strategies, L.L.C.'s estimated gain on his DON holdings is $4.76 Mil, reflecting a 26.24% gain to date.
Private Wealth Strategies, L.L.C. DON ($51.42) Holding Chart
Private Wealth Strategies, L.L.C. DON ($51.42) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
