Duncan Williams Asset Management, LLC DGRW Holdings History
Duncan Williams Asset Management, LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2025-03-31, Duncan Williams Asset Management, LLC held 388,462.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $31.02 Mil. This investment constitutes 11.21% of their stock portfolio, and Duncan Williams Asset Management, LLC now holds 0.21% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2024Q1. And since then Duncan Williams Asset Management, LLC has made 4 purchases of DGRW, at an average price of $79.29, for a total of 388,462.00 shares. Based on historical transaction data and DGRW's current price of $85.14, Duncan Williams Asset Management, LLC's estimated gain on his DGRW holdings is $2.27 Mil, reflecting a 7.38% gain to date.
Duncan Williams Asset Management, LLC DGRW ($85.14) Holding Chart
Duncan Williams Asset Management, LLC 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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