CRA Financial Services, LLC DGRW Holdings History
CRA Financial Services, LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2025-03-31, CRA Financial Services, LLC held 164,546.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $13.14 Mil. This investment constitutes 2.25% of their stock portfolio, and CRA Financial Services, LLC 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 CRA Financial Services, LLC has made 13 purchases of DGRW, at an average price of $71.03, for a total of 164,546.00 shares. Based on historical transaction data and DGRW's current price of $85.19, CRA Financial Services, LLC's estimated gain on his DGRW holdings is $2.33 Mil, reflecting a 19.93% gain to date.
CRA Financial Services, LLC DGRW ($85.19) Holding Chart
CRA Financial Services, LLC DGRW ($85.19) 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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