Number of Shares
864,796.00
Current Holdings Value*
$69.06 Mil
% of Portfolio
6.23%
Total Estimate Gain
$22.58 Mil
% of Total Estimate Gain
37.72%

Bouchey Financial Group Ltd's WisdomTree U.S. Dividend Growth Fund Holding Summary

As of 2025-03-31, Bouchey Financial Group Ltd held 864,796.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $69.06 Mil. This investment constitutes 6.23% of their stock portfolio, and Bouchey Financial Group Ltd now holds 0.46% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.

The initial trade took place in 2020Q1. And since then Bouchey Financial Group Ltd has made 17 purchases of DGRW, at an average price of $61.33, for a total of 975,967.00 shares. In addition, there have been 4 sales at an average price of $80.82 for 111,171.00 shares. Based on historical transaction data and DGRW's current price of $84.94, Bouchey Financial Group Ltd's estimated gain on his DGRW holdings is $22.58 Mil, reflecting a 37.72% gain to date.

Bouchey Financial Group Ltd DGRW ($84.94) Holding Chart

Bouchey Financial Group Ltd DGRW ($84.94) 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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