WADE G W & INC DLN Holdings History
WADE G W & INC's WisdomTree U.S. LargeCap Dividend Fund Holding Summary
As of 2023-12-31, WADE G W & INC held 2.09 Mil shares of WisdomTree U.S. LargeCap Dividend Fund(DLN), totaling $139.02 Mil. This investment constitutes 4.52% of their stock portfolio, and WADE G W & INC now holds 3.73% of the outstanding WisdomTree U.S. LargeCap Dividend Fund(DLN) stock.
The initial trade took place in 2014Q1. And since then WADE G W & INC has made 19 purchases of DLN, at an average price of $42.47, for a total of 2.80 Mil shares. In addition, there have been 12 sales at an average price of $41.50 for 705,676.00 shares. Based on historical transaction data and DLN's current price of $82.75, WADE G W & INC's estimated gain on his DLN holdings is $83.67 Mil, reflecting a 70.36% gain to date.
WADE G W & INC DLN ($82.75) Holding Chart
WADE G W & INC DLN ($82.75) 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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