Number of Shares
77,326.00
Current Holdings Value*
$6.18 Mil
% of Portfolio
2.35%
Total Estimate Gain
$3.12 Mil
% of Total Estimate Gain
22.57%

Hobbs Group Advisors, LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary

As of 2025-03-31, Hobbs Group Advisors, LLC held 77,326.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $6.18 Mil. This investment constitutes 2.35% of their stock portfolio, and Hobbs Group Advisors, LLC now holds 0.04% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.

The initial trade took place in 2023Q4. And since then Hobbs Group Advisors, LLC has made 1 purchases of DGRW, at an average price of $66.63, for a total of 207,562.00 shares. In addition, there have been 3 sales at an average price of $79.75 for 130,236.00 shares. Based on historical transaction data and DGRW's current price of $84.89, Hobbs Group Advisors, LLC's estimated gain on his DGRW holdings is $3.12 Mil, reflecting a 22.57% gain to date.

Hobbs Group Advisors, LLC DGRW ($84.89) Holding Chart

Hobbs Group Advisors, LLC DGRW ($84.89) 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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