Golden State Wealth Management, LLC DGRW Holdings History
Golden State Wealth Management, LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2025-03-31, Golden State Wealth Management, LLC held 126,235.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $10.08 Mil. This investment constitutes 1.5% of their stock portfolio, and Golden State Wealth Management, LLC now holds 0.07% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2019Q1. And since then Golden State Wealth Management, LLC has made 8 purchases of DGRW, at an average price of $69.56, for a total of 137,464.00 shares. In addition, there have been 5 sales at an average price of $51.44 for 11,229.00 shares. Based on historical transaction data and DGRW's current price of $85.17, Golden State Wealth Management, LLC's estimated gain on his DGRW holdings is $1.77 Mil, reflecting a 18.47% gain to date.
Golden State Wealth Management, LLC DGRW ($85.17) Holding Chart
Golden State Wealth Management, LLC DGRW ($85.17) 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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