Compass Financial Services Inc DGRW Holdings History
Compass Financial Services Inc's WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2025-03-31, Compass Financial Services Inc held 299,219.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $23.90 Mil. This investment constitutes 12.54% of their stock portfolio, and Compass Financial Services Inc now holds 0.16% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $81.92 for 11,581.00 shares. Based on historical transaction data and DGRW's current price of $85.23, Compass Financial Services Inc's estimated gain on his DGRW holdings is $457,450.79, reflecting a 1.76% gain to date.
Compass Financial Services Inc DGRW ($85.23) Holding Chart
Compass Financial Services Inc DGRW ($85.23) 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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