Number of Shares
141,789.00
Current Holdings Value*
$11.32 Mil
% of Portfolio
4.57%
Total Estimate Gain
$592,612.31
% of Total Estimate Gain
5.19%

HOWARD BAILEY SECURITIES, LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary

As of 2025-03-31, HOWARD BAILEY SECURITIES, LLC held 141,789.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $11.32 Mil. This investment constitutes 4.57% of their stock portfolio, and HOWARD BAILEY SECURITIES, LLC now holds 0.08% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.

The initial trade took place in 2024Q3. And since then HOWARD BAILEY SECURITIES, LLC has made 2 purchases of DGRW, at an average price of $80.53, for a total of 141,789.00 shares. Based on historical transaction data and DGRW's current price of $84.71, HOWARD BAILEY SECURITIES, LLC's estimated gain on his DGRW holdings is $592,612.31, reflecting a 5.19% gain to date.

HOWARD BAILEY SECURITIES, LLC DGRW ($84.71) Holding Chart

HOWARD BAILEY SECURITIES, LLC DGRW ($84.71) 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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