GPS Wealth Strategies Group, LLC DGRW Holdings History
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 $85.72, GPS Wealth Strategies Group, LLC's estimated gain on his DGRW holdings is $11.01 Mil, reflecting a 35.50% gain to date.
GPS Wealth Strategies Group, LLC DGRW ($85.72) Holding Chart
GPS Wealth Strategies Group, LLC DGRW ($85.72) 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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