HOWARD BAILEY SECURITIES, LLC DGRW Holdings History
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 % |
Top Ranked Articles
- 1