WisdomTree Balanced Income Fund DLN Holdings History
Number of Shares
8,056.00
Current Holdings Value*
$426,690.00
% of Portfolio
11.11%
Total Estimate Gain
$291,656.16
% of Total Estimate Gain
75.53%
WisdomTree Balanced Income Fund's WisdomTree U.S. LargeCap Dividend Fund Holding Summary
As of 2019-12-31, WisdomTree Trust held 8,056.00 shares of WisdomTree U.S. LargeCap Dividend Fund(DLN), totaling $426,690.00. This investment constitutes 11.11% of their stock portfolio, and WisdomTree Trust now holds 0.01% of the outstanding WisdomTree U.S. LargeCap Dividend Fund(DLN) stock.
The initial trade took place in 2019Q3. In addition, there have been 1 sales at an average price of $47.65 for 480.00 shares. Based on historical transaction data and DLN's current price of $81.30, WisdomTree Balanced Income Fund's estimated gain on his DLN holdings is $291,656.16, reflecting a 75.53% gain to date.
WisdomTree Balanced Income Fund DLN ($81.30) Holding Chart
WisdomTree Balanced Income Fund DLN ($81.30) 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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