Boyce & Associates Wealth Consulting, Inc. DGRW Holdings History
Boyce & Associates Wealth Consulting, Inc.'s WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2025-06-30, Boyce & Associates Wealth Consulting, Inc. held 172,359.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $14.44 Mil. This investment constitutes 13.19% of their stock portfolio, and Boyce & Associates Wealth Consulting, Inc. now holds 0.09% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2022Q1. And since then Boyce & Associates Wealth Consulting, Inc. has made 13 purchases of DGRW, at an average price of $67.27, for a total of 244,088.00 shares. In addition, there have been 2 sales at an average price of $61.25 for 71,729.00 shares. Based on historical transaction data and DGRW's current price of $84.89, Boyce & Associates Wealth Consulting, Inc.'s estimated gain on his DGRW holdings is $2.61 Mil, reflecting a 15.87% gain to date.
Boyce & Associates Wealth Consulting, Inc. DGRW ($84.89) Holding Chart
Boyce & Associates Wealth Consulting, Inc. DGRW ($84.89) 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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