Number of Shares
257,975.00
Current Holdings Value*
$20.60 Mil
% of Portfolio
2.8%
Total Estimate Gain
$6.19 Mil
% of Total Estimate Gain
26.37%

CAHILL FINANCIAL ADVISORS INC's WisdomTree U.S. Dividend Growth Fund Holding Summary

As of 2025-03-31, CAHILL FINANCIAL ADVISORS INC held 257,975.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $20.60 Mil. This investment constitutes 2.8% of their stock portfolio, and CAHILL FINANCIAL ADVISORS INC now holds 0.14% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.

The initial trade took place in 2018Q3. And since then CAHILL FINANCIAL ADVISORS INC has made 16 purchases of DGRW, at an average price of $58.93, for a total of 398,341.00 shares. In addition, there have been 11 sales at an average price of $56.28 for 140,366.00 shares. Based on historical transaction data and DGRW's current price of $84.37, CAHILL FINANCIAL ADVISORS INC's estimated gain on his DGRW holdings is $6.19 Mil, reflecting a 26.37% gain to date.

CAHILL FINANCIAL ADVISORS INC DGRW ($84.37) Holding Chart

CAHILL FINANCIAL ADVISORS INC DGRW ($84.37) 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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