Cresta Advisors, Ltd. DGRW Holdings History
Cresta Advisors, Ltd.'s WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2025-03-31, Cresta Advisors, Ltd. held 217,034.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $17.33 Mil. This investment constitutes 8.98% of their stock portfolio, and Cresta Advisors, Ltd. now holds 0.12% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2023Q2. And since then Cresta Advisors, Ltd. has made 6 purchases of DGRW, at an average price of $68.51, for a total of 217,975.00 shares. In addition, there have been 1 sales at an average price of $75.57 for 941.00 shares. Based on historical transaction data and DGRW's current price of $85.14, Cresta Advisors, Ltd.'s estimated gain on his DGRW holdings is $3.62 Mil, reflecting a 24.22% gain to date.
Cresta Advisors, Ltd. DGRW ($85.14) Holding Chart
Cresta Advisors, Ltd. DGRW ($85.14) 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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