Fox Financial, Inc DGRW Holdings History
Fox Financial, Inc's WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2025-03-31, Fox Financial, Inc held 5,884.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $469,900.00. This investment constitutes 0.44% of their stock portfolio, and Fox Financial, Inc now holds 0% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2023Q4. And since then Fox Financial, Inc has made 4 purchases of DGRW, at an average price of $70.77, for a total of 5,884.00 shares. Based on historical transaction data and DGRW's current price of $85.71, Fox Financial, Inc's estimated gain on his DGRW holdings is $87,923.25, reflecting a 21.11% gain to date.
Fox Financial, Inc DGRW ($85.71) Holding Chart
Fox Financial, Inc DGRW ($85.71) 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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