WADE G W & INC DLN Holdings History

Number of Shares
2.09 Mil
Current Holdings Value*
$139.02 Mil
% of Portfolio
4.52%
Total Estimate Gain
$83.67 Mil
% of Total Estimate Gain
70.36%

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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