ACT Advisors, LLC. DGRW Holdings History

Number of Shares
266,894.00
Current Holdings Value*
$22.35 Mil
% of Portfolio
10.34%
Total Estimate Gain
$3.25 Mil
% of Total Estimate Gain
16.05%

ACT Advisors, LLC.'s WisdomTree U.S. Dividend Growth Fund Holding Summary

As of 2025-06-30, ACT Advisors, LLC. held 266,894.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $22.35 Mil. This investment constitutes 10.34% of their stock portfolio, and ACT Advisors, LLC. now holds 0.14% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.

The initial trade took place in 2024Q1. And since then ACT Advisors, LLC. has made 4 purchases of DGRW, at an average price of $73.15, for a total of 276,841.00 shares. In addition, there have been 2 sales at an average price of $79.96 for 9,947.00 shares. Based on historical transaction data and DGRW's current price of $85.07, ACT Advisors, LLC.'s estimated gain on his DGRW holdings is $3.25 Mil, reflecting a 16.05% gain to date.

ACT Advisors, LLC. DGRW ($85.07) Holding Chart

ACT Advisors, LLC. DGRW ($85.07) 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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