Team Financial Group, LLC DON Holdings History
Team Financial Group, LLC's WisdomTree U.S. MidCap Dividend Fund Holding Summary
As of 2025-03-31, Team Financial Group, LLC held 18,638.00 shares of WisdomTree U.S. MidCap Dividend Fund(DON), totaling $922,960.00. This investment constitutes 0.53% of their stock portfolio, and Team Financial Group, LLC now holds 0.03% of the outstanding WisdomTree U.S. MidCap Dividend Fund(DON) stock.
The initial trade took place in 2023Q3. And since then Team Financial Group, LLC has made 2 purchases of DON, at an average price of $42.67, for a total of 107,083.00 shares. In addition, there have been 4 sales at an average price of $50.37 for 88,445.00 shares. Based on historical transaction data and DON's current price of $51.09, Team Financial Group, LLC's estimated gain on his DON holdings is $838,328.08, reflecting a 18.35% gain to date.
Team Financial Group, LLC DON ($51.09) Holding Chart
Team Financial Group, 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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