HOWARD FINANCIAL SERVICES, LTD. DGRW Holdings History
HOWARD FINANCIAL SERVICES, LTD.'s WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2025-03-31, HOWARD FINANCIAL SERVICES, LTD. held 299,775.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $23.94 Mil. This investment constitutes 3.26% of their stock portfolio, and HOWARD FINANCIAL SERVICES, LTD. now holds 0.16% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2018Q4. And since then HOWARD FINANCIAL SERVICES, LTD. has made 21 purchases of DGRW, at an average price of $68.55, for a total of 353,375.00 shares. In addition, there have been 4 sales at an average price of $43.64 for 53,600.00 shares. Based on historical transaction data and DGRW's current price of $82.74, HOWARD FINANCIAL SERVICES, LTD.'s estimated gain on his DGRW holdings is $2.92 Mil, reflecting a 12.04% gain to date.
HOWARD FINANCIAL SERVICES, LTD. DGRW ($82.74) Holding Chart
HOWARD FINANCIAL SERVICES, LTD. DGRW ($82.74) 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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