Number of Shares
21,411.00
Current Holdings Value*
$995,610.00
% of Portfolio
0.56%
Total Estimate Gain
$-60,764.85
% of Total Estimate Gain
-3.59%

BROOKS, MOORE & ASSOCIATES, INC.'s WisdomTree U.S. SmallCap Dividend Growth Fund Holding Summary

As of 2025-03-31, BROOKS, MOORE & ASSOCIATES, INC. held 21,411.00 shares of WisdomTree U.S. SmallCap Dividend Growth Fund(DGRS), totaling $995,610.00. This investment constitutes 0.56% of their stock portfolio, and BROOKS, MOORE & ASSOCIATES, INC. now holds 0.27% of the outstanding WisdomTree U.S. SmallCap Dividend Growth Fund(DGRS) stock.

The initial trade took place in 2023Q4. And since then BROOKS, MOORE & ASSOCIATES, INC. has made 4 purchases of DGRS, at an average price of $49.60, for a total of 34,161.00 shares. In addition, there have been 2 sales at an average price of $49.62 for 12,750.00 shares. Based on historical transaction data and DGRS's current price of $46.75, BROOKS, MOORE & ASSOCIATES, INC.'s estimated gain on his DGRS holdings is $-60,764.85, reflecting a -3.59% gain to date.

BROOKS, MOORE & ASSOCIATES, INC. DGRS ($46.75) Holding Chart

BROOKS, MOORE & ASSOCIATES, INC. DGRS ($46.75) 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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