EAGLE WEALTH STRATEGIES LLC DGRW Holdings History
EAGLE WEALTH STRATEGIES LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2025-06-30, EAGLE WEALTH STRATEGIES LLC held 182,625.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $15.29 Mil. This investment constitutes 8.55% of their stock portfolio, and EAGLE WEALTH STRATEGIES LLC now holds 0.1% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2025Q1. And since then EAGLE WEALTH STRATEGIES LLC has made 2 purchases of DGRW, at an average price of $81.85, for a total of 182,625.00 shares. Based on historical transaction data and DGRW's current price of $85.70, EAGLE WEALTH STRATEGIES LLC's estimated gain on his DGRW holdings is $703,915.23, reflecting a 4.71% gain to date.
EAGLE WEALTH STRATEGIES LLC DGRW ($85.70) Holding Chart
EAGLE WEALTH STRATEGIES LLC DGRW ($85.70) 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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