Jim Simons WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund

Current Value of Holding

$0

Shares

0

% of Portfolio

0.00%

Average Buy Price

$52.5

Avg closing price
Price range
Jim Simons Portfolio Stock Details (DON)

21 Jim Simons WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund Trades

The first WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund trade was made in Q1 2018. Since then Jim Simons bought shares ten more times and sold shares on ten occasions. The investor sold all their shares in Q1 2025 and doesn't own any shares in WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund anymore.

Avg closing price
Price range
Sold -13.9 Thousand shares Q1 2025
Avg closing price $51.00
Price range $48.02 - $53.02
New holding (+13.9 Thousand shares) Q4 2024
Avg closing price $52.46
Price range $50.59 - $55.55
Sold -6.8 Thousand shares Q1 2024
Avg closing price $45.86
Price range $44.21 - $48.77
Sold 36.4% shares (-3.9 Thousand shares) Q4 2023
Avg closing price $41.95
Price range $38.70 - $46.00
New holding (+10.7 Thousand shares) Q3 2023
Avg closing price $42.63
Price range $40.51 - $44.22
Sold -12 Thousand shares Q1 2023
Avg closing price $42.50
Price range $39.05 - $45.40
Increased shares by 0.8% (+100 shares) Q4 2022
Avg closing price $41.36
Price range $38.62 - $43.71
New holding (+11.9 Thousand shares) Q3 2022
Avg closing price $41.17
Price range $37.67 - $44.30
Sold -10.4 Thousand shares Q2 2022
Avg closing price $42.17
Price range $38.16 - $45.36
Increased shares by 16.9% (+1.5 Thousand shares) Q1 2022
Avg closing price $43.73
Price range $42.12 - $45.30
New holding (+8.9 Thousand shares) Q4 2021
Avg closing price $43.64
Price range $41.76 - $45.13
Sold -44.3 Thousand shares Q2 2020
Avg closing price $27.00
Price range $22.29 - $32.04
New holding (+44.3 Thousand shares) Q1 2020
Avg closing price $33.66
Price range $20.48 - $38.60
Sold -11.3 Thousand shares Q4 2019
Avg closing price $36.98
Price range $34.97 - $38.17
Sold 41.5% shares (-8 Thousand shares) Q3 2019
Avg closing price $35.74
Price range $33.78 - $36.78
Increased shares by 141.3% (+11.3 Thousand shares) Q2 2019
Avg closing price $35.91
Price range $33.90 - $36.88
New holding (+8 Thousand shares) Q1 2019
Avg closing price $34.92
Price range $31.29 - $36.15
Sold -20.5 Thousand shares Q4 2018
Avg closing price $34.30
Price range $29.98 - $36.73
Sold 1.9% shares (-400 shares) Q3 2018
Avg closing price $36.82
Price range $35.70 - $37.50
Increased shares by 64.6% (+8.2 Thousand shares) Q2 2018
Avg closing price $35.09
Price range $33.40 - $36.40
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