Fiduciary Planning LLC DGRW Holdings History
Fiduciary Planning LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2025-03-31, Fiduciary Planning LLC held 553,851.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $44.23 Mil. This investment constitutes 14.57% of their stock portfolio, and Fiduciary Planning LLC now holds 0.3% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2023Q3. And since then Fiduciary Planning LLC has made 7 purchases of DGRW, at an average price of $68.74, for a total of 553,851.00 shares. Based on historical transaction data and DGRW's current price of $85.83, Fiduciary Planning LLC's estimated gain on his DGRW holdings is $9.47 Mil, reflecting a 24.87% gain to date.
Fiduciary Planning LLC DGRW ($85.83) Holding Chart
Fiduciary Planning LLC DGRW ($85.83) 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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