Adams Chetwood Wealth Management LLC DGRS Holdings History
Adams Chetwood Wealth Management LLC's WisdomTree U.S. SmallCap Dividend Growth Fund Holding Summary
As of 2022-03-31, Adams Chetwood Wealth Management LLC held 103,457.00 shares of WisdomTree U.S. SmallCap Dividend Growth Fund(DGRS), totaling $4.62 Mil. This investment constitutes 2.62% of their stock portfolio, and Adams Chetwood Wealth Management LLC now holds 2.04% of the outstanding WisdomTree U.S. SmallCap Dividend Growth Fund(DGRS) stock.
The initial trade took place in 2021Q2. And since then Adams Chetwood Wealth Management LLC has made 3 purchases of DGRS, at an average price of $46.85, for a total of 104,107.00 shares. In addition, there have been 1 sales at an average price of $45.14 for 650.00 shares. Based on historical transaction data and DGRS's current price of $48.77, Adams Chetwood Wealth Management LLC's estimated gain on his DGRS holdings is $197,957.91, reflecting a 4.06% gain to date.
Adams Chetwood Wealth Management LLC DGRS ($48.77) Holding Chart
Adams Chetwood Wealth Management LLC DGRS ($48.77) 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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