Choice Wealth Advisors, LLC DGRW Holdings History
Choice Wealth Advisors, LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2025-06-30, Choice Wealth Advisors, LLC held 329,125.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $27.56 Mil. This investment constitutes 12.45% of their stock portfolio, and Choice Wealth Advisors, LLC now holds 0.18% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2022Q1. And since then Choice Wealth Advisors, LLC has made 5 purchases of DGRW, at an average price of $60.95, for a total of 734,441.00 shares. In addition, there have been 9 sales at an average price of $60.95 for 405,316.00 shares. Based on historical transaction data and DGRW's current price of $84.89, Choice Wealth Advisors, LLC's estimated gain on his DGRW holdings is $7.88 Mil, reflecting a 17.59% gain to date.
Choice Wealth Advisors, LLC DGRW ($84.89) Holding Chart
Choice Wealth Advisors, LLC 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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