JANICZEK WEALTH MANAGEMENT, LLC DGRW Holdings History
JANICZEK WEALTH MANAGEMENT, LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2024-06-30, JANICZEK WEALTH MANAGEMENT, LLC held 310,689.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $24.25 Mil. This investment constitutes 5.08% of their stock portfolio, and JANICZEK WEALTH MANAGEMENT, LLC now holds -% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2023Q4. And since then JANICZEK WEALTH MANAGEMENT, LLC has made 3 purchases of DGRW, at an average price of $74.53, for a total of 310,689.00 shares. Based on historical transaction data and DGRW's current price of $85.83, JANICZEK WEALTH MANAGEMENT, LLC's estimated gain on his DGRW holdings is $3.51 Mil, reflecting a 15.16% gain to date.
JANICZEK WEALTH MANAGEMENT, LLC DGRW ($85.83) Holding Chart
JANICZEK WEALTH MANAGEMENT, LLC DGRW ($85.83) 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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