EisnerAmper Wealth Management Corporate Benefits, LLC DGRW Holdings History
EisnerAmper Wealth Management Corporate Benefits, LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2023-12-31, EisnerAmper Wealth Management Corporate Benefits, held 145,223.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $10.21 Mil. This investment constitutes 3.79% of their stock portfolio, and EisnerAmper Wealth Management Corporate Benefits, now holds 0.11% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2018Q2. And since then EisnerAmper Wealth Management Corporate Benefits, LLC has made 9 purchases of DGRW, at an average price of $42.34, for a total of 213,344.00 shares. In addition, there have been 14 sales at an average price of $59.48 for 68,121.00 shares. Based on historical transaction data and DGRW's current price of $85.70, EisnerAmper Wealth Management Corporate Benefits, LLC's estimated gain on his DGRW holdings is $7.46 Mil, reflecting a 82.63% gain to date.
EisnerAmper Wealth Management Corporate Benefits, LLC DGRW ($85.70) Holding Chart
EisnerAmper Wealth Management Corporate Benefits, 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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