Intrua Financial, LLC DGRW Holdings History
Intrua Financial, LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2025-03-31, Intrua Financial, LLC held 265,427.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $21.20 Mil. This investment constitutes 3.08% of their stock portfolio, and Intrua Financial, LLC now holds 0.14% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2023Q4. And since then Intrua Financial, LLC has made 4 purchases of DGRW, at an average price of $76.62, for a total of 268,574.00 shares. In addition, there have been 2 sales at an average price of $77.82 for 3,147.00 shares. Based on historical transaction data and DGRW's current price of $85.14, Intrua Financial, LLC's estimated gain on his DGRW holdings is $2.27 Mil, reflecting a 11.01% gain to date.
Intrua Financial, LLC DGRW ($85.14) Holding Chart
Intrua Financial, LLC DGRW ($85.14) 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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