Catalina Capital Group, LLC DGRW Holdings History
Catalina Capital Group, LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2025-06-30, Catalina Capital Group, LLC held 61,777.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $5.17 Mil. This investment constitutes 3.42% of their stock portfolio, and Catalina Capital Group, LLC now holds 0.03% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2023Q4. And since then Catalina Capital Group, LLC has made 3 purchases of DGRW, at an average price of $67.50, for a total of 81,596.00 shares. In addition, there have been 3 sales at an average price of $82.31 for 19,819.00 shares. Based on historical transaction data and DGRW's current price of $85.83, Catalina Capital Group, LLC's estimated gain on his DGRW holdings is $1.43 Mil, reflecting a 25.90% gain to date.
Catalina Capital Group, LLC DGRW ($85.83) Holding Chart
Catalina Capital Group, LLC DGRW ($85.83) 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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