Number of Shares
325,046.00
Current Holdings Value*
$25.96 Mil
% of Portfolio
3.5%
Total Estimate Gain
$10.70 Mil
% of Total Estimate Gain
34.51%

GPS Wealth Strategies Group, LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary

As of 2025-03-31, GPS Wealth Strategies Group, LLC held 325,046.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $25.96 Mil. This investment constitutes 3.5% of their stock portfolio, and GPS Wealth Strategies Group, LLC now holds 0.17% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.

The initial trade took place in 2020Q3. And since then GPS Wealth Strategies Group, LLC has made 8 purchases of DGRW, at an average price of $59.65, for a total of 519,782.00 shares. In addition, there have been 10 sales at an average price of $72.64 for 194,736.00 shares. Based on historical transaction data and DGRW's current price of $84.78, GPS Wealth Strategies Group, LLC's estimated gain on his DGRW holdings is $10.70 Mil, reflecting a 34.51% gain to date.

GPS Wealth Strategies Group, LLC DGRW ($84.78) Holding Chart

GPS Wealth Strategies Group, LLC DGRW ($84.78) 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 %

Top Ranked Articles

  • 1