INVENIO WEALTH PARTNERS LLC DGRW Holdings History
INVENIO WEALTH PARTNERS LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2025-03-31, INVENIO WEALTH PARTNERS LLC held 180,023.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $14.38 Mil. This investment constitutes 6.04% of their stock portfolio, and INVENIO WEALTH PARTNERS LLC now holds 0.1% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2023Q2. And since then INVENIO WEALTH PARTNERS LLC has made 7 purchases of DGRW, at an average price of $70.01, for a total of 180,023.00 shares. Based on historical transaction data and DGRW's current price of $83.45, INVENIO WEALTH PARTNERS LLC's estimated gain on his DGRW holdings is $2.42 Mil, reflecting a 19.19% gain to date.
INVENIO WEALTH PARTNERS LLC DGRW ($83.45) Holding Chart
INVENIO WEALTH PARTNERS LLC DGRW ($83.45) 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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