BCM ADVISORS, LLC DGRW Holdings History

Number of Shares
392,645.00
Current Holdings Value*
$30.97 Mil
% of Portfolio
7.02%
Total Estimate Gain
$7.67 Mil
% of Total Estimate Gain
27.72%

BCM ADVISORS, LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary

As of 2025-03-31, BCM ADVISORS, LLC held 392,645.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $30.97 Mil. This investment constitutes 7.02% of their stock portfolio, and BCM ADVISORS, LLC now holds 0.21% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.

The initial trade took place in 2023Q3. And since then BCM ADVISORS, LLC has made 3 purchases of DGRW, at an average price of $66.43, for a total of 416,366.00 shares. In addition, there have been 4 sales at an average price of $78.25 for 23,721.00 shares. Based on historical transaction data and DGRW's current price of $85.24, BCM ADVISORS, LLC's estimated gain on his DGRW holdings is $7.67 Mil, reflecting a 27.72% gain to date.

BCM ADVISORS, LLC DGRW ($85.24) Holding Chart

BCM ADVISORS, LLC DGRW ($85.24) 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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