WIN ADVISORS, INC DLN Holdings History
WIN ADVISORS, INC's WisdomTree U.S. LargeCap Dividend Fund Holding Summary
As of 2025-03-31, WIN ADVISORS, INC held 112,987.00 shares of WisdomTree U.S. LargeCap Dividend Fund(DLN), totaling $8.97 Mil. This investment constitutes 4.61% of their stock portfolio, and WIN ADVISORS, INC now holds 0.19% of the outstanding WisdomTree U.S. LargeCap Dividend Fund(DLN) stock.
The initial trade took place in 2025Q1. And since then WIN ADVISORS, INC has made 1 purchases of DLN, at an average price of $79.79, for a total of 112,987.00 shares. Based on historical transaction data and DLN's current price of $83.09, WIN ADVISORS, INC's estimated gain on his DLN holdings is $372,857.10, reflecting a 4.14% gain to date.
WIN ADVISORS, INC DLN ($83.09) Holding Chart
WIN ADVISORS, INC DLN ($83.09) 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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