Number of Shares
154,566.00
Current Holdings Value*
$6.25 Mil
% of Portfolio
2.86%
Total Estimate Gain
$5.74 Mil
% of Total Estimate Gain
80.66%

Stratford Consulting, LLC's WisdomTree U.S. LargeCap Dividend Fund Holding Summary

As of 2020-03-31, Stratford Consulting, LLC held 154,566.00 shares of WisdomTree U.S. LargeCap Dividend Fund(DLN), totaling $6.25 Mil. This investment constitutes 2.86% of their stock portfolio, and Stratford Consulting, LLC now holds 0.15% of the outstanding WisdomTree U.S. LargeCap Dividend Fund(DLN) stock.

The initial trade took place in 2020Q1. And since then Stratford Consulting, LLC has made 1 purchases of DLN, at an average price of $46.07, for a total of 154,566.00 shares. Based on historical transaction data and DLN's current price of $83.23, Stratford Consulting, LLC's estimated gain on his DLN holdings is $5.74 Mil, reflecting a 80.66% gain to date.

Stratford Consulting, LLC DLN ($83.23) Holding Chart

Stratford Consulting, LLC DLN ($83.23) 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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