Gateway Wealth Partners, LLC DGRW Holdings History
Gateway Wealth Partners, LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2025-03-31, Gateway Wealth Partners, LLC held 75,240.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $6.01 Mil. This investment constitutes 1.35% of their stock portfolio, and Gateway Wealth Partners, LLC now holds 0.04% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2023Q3. And since then Gateway Wealth Partners, LLC has made 7 purchases of DGRW, at an average price of $78.06, for a total of 75,240.00 shares. Based on historical transaction data and DGRW's current price of $85.14, Gateway Wealth Partners, LLC's estimated gain on his DGRW holdings is $532,837.87, reflecting a 9.07% gain to date.
Gateway Wealth Partners, LLC DGRW ($85.14) Holding Chart
Gateway Wealth Partners, LLC DGRW ($85.14) 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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