Avant Capital LLC DGRW Holdings History
Avant Capital LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2025-03-31, Avant Capital LLC held 99,218.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $7.92 Mil. This investment constitutes 6.59% of their stock portfolio, and Avant Capital LLC now holds 0.05% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2021Q4. And since then Avant Capital LLC has made 7 purchases of DGRW, at an average price of $70.34, for a total of 100,926.00 shares. In addition, there have been 2 sales at an average price of $59.80 for 1,708.00 shares. Based on historical transaction data and DGRW's current price of $84.49, Avant Capital LLC's estimated gain on his DGRW holdings is $1.39 Mil, reflecting a 19.52% gain to date.
Avant Capital LLC DGRW ($84.49) Holding Chart
Avant Capital LLC DGRW ($84.49) 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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