Eaton Financial Holdings Company, LLC DGRW Holdings History
Eaton Financial Holdings Company, LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2025-06-30, Eaton Financial Holdings Company, LLC held 129,999.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $10.89 Mil. This investment constitutes 3.35% of their stock portfolio, and Eaton Financial Holdings Company, LLC now holds 0.07% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2023Q3. And since then Eaton Financial Holdings Company, LLC has made 2 purchases of DGRW, at an average price of $66.41, for a total of 255,231.00 shares. In addition, there have been 5 sales at an average price of $80.10 for 125,232.00 shares. Based on historical transaction data and DGRW's current price of $85.07, Eaton Financial Holdings Company, LLC's estimated gain on his DGRW holdings is $4.14 Mil, reflecting a 24.42% gain to date.
Eaton Financial Holdings Company, LLC DGRW ($85.07) Holding Chart
Eaton Financial Holdings Company, LLC DGRW ($85.07) 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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