Axis Wealth Partners, LLC DGRW Holdings History
Axis Wealth Partners, LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2025-06-30, Axis Wealth Partners, LLC held 67,973.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $5.69 Mil. This investment constitutes 3.74% of their stock portfolio, and Axis Wealth Partners, LLC now holds 0.04% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2024Q4. And since then Axis Wealth Partners, LLC has made 2 purchases of DGRW, at an average price of $83.27, for a total of 67,973.00 shares. Based on historical transaction data and DGRW's current price of $85.70, Axis Wealth Partners, LLC's estimated gain on his DGRW holdings is $165,509.47, reflecting a 2.92% gain to date.
Axis Wealth Partners, LLC DGRW ($85.70) Holding Chart
Axis Wealth Partners, LLC DGRW ($85.70) 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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