Defined Financial Planning LLC DGRW Holdings History
Defined Financial Planning LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2025-06-30, Defined Financial Planning LLC held 124,470.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $10.52 Mil. This investment constitutes 9.34% of their stock portfolio, and Defined Financial Planning LLC now holds 0.07% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2024Q4. And since then Defined Financial Planning LLC has made 2 purchases of DGRW, at an average price of $82.73, for a total of 124,470.00 shares. Based on historical transaction data and DGRW's current price of $85.83, Defined Financial Planning LLC's estimated gain on his DGRW holdings is $385,251.85, reflecting a 3.74% gain to date.
Defined Financial Planning LLC DGRW ($85.83) Holding Chart
Defined Financial Planning 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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