FREEDOM WEALTH ALLIANCE, LLC DGRW Holdings History
FREEDOM WEALTH ALLIANCE, LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2023-09-30, FREEDOM WEALTH ALLIANCE, LLC held 69,080.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $4.39 Mil. This investment constitutes 7.22% of their stock portfolio, and FREEDOM WEALTH ALLIANCE, LLC now holds 0.05% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2022Q4. And since then FREEDOM WEALTH ALLIANCE, LLC has made 2 purchases of DGRW, at an average price of $59.76, for a total of 69,623.00 shares. In addition, there have been 1 sales at an average price of $66.45 for 543.00 shares. Based on historical transaction data and DGRW's current price of $84.89, FREEDOM WEALTH ALLIANCE, LLC's estimated gain on his DGRW holdings is $1.74 Mil, reflecting a 41.81% gain to date.
FREEDOM WEALTH ALLIANCE, LLC DGRW ($84.89) Holding Chart
FREEDOM WEALTH ALLIANCE, LLC DGRW ($84.89) 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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