Avestar Capital, LLC DGRS Holdings History

Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-346,510.56
% of Total Estimate Gain
-6.02%

Avestar Capital, LLC's WisdomTree U.S. SmallCap Dividend Growth Fund Holding Summary

As of 2025-03-31, Avestar Capital, LLC held - shares of WisdomTree U.S. SmallCap Dividend Growth Fund(DGRS), totaling N/A. This investment constitutes 0% of their stock portfolio, and Avestar Capital, LLC now holds 0% of the outstanding WisdomTree U.S. SmallCap Dividend Growth Fund(DGRS) stock.

The initial trade took place in 2024Q4. And since then Avestar Capital, LLC has made 1 purchases of DGRS, at an average price of $52.96, for a total of 108,624.00 shares. In addition, there have been 1 sales at an average price of $49.77 for 108,624.00 shares. Based on historical transaction data and DGRS's current price of $49.45, Avestar Capital, LLC's estimated gain on his DGRS holdings is $-346,510.56, reflecting a -6.02% gain to date.

Avestar Capital, LLC DGRS ($49.45) Holding Chart

Avestar Capital, LLC DGRS ($49.45) 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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