Number of Shares
6.70 Mil
Current Holdings Value*
$535.00 Mil
% of Portfolio
32.38%
Total Estimate Gain
$175.72 Mil
% of Total Estimate Gain
38.76%

Hamilton Capital, LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary

As of 2025-03-31, Hamilton Capital, LLC held 6.70 Mil shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $535.00 Mil. This investment constitutes 32.38% of their stock portfolio, and Hamilton Capital, LLC now holds 3.58% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.

The initial trade took place in 2022Q1. And since then Hamilton Capital, LLC has made 6 purchases of DGRW, at an average price of $61.30, for a total of 7.40 Mil shares. In addition, there have been 6 sales at an average price of $77.70 for 697,242.00 shares. Based on historical transaction data and DGRW's current price of $85.82, Hamilton Capital, LLC's estimated gain on his DGRW holdings is $175.72 Mil, reflecting a 38.76% gain to date.

Hamilton Capital, LLC DGRW ($85.82) Holding Chart

Hamilton Capital, LLC DGRW ($85.82) 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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