Number of Shares
119,513.00
Current Holdings Value*
$7.87 Mil
% of Portfolio
6.49%
Total Estimate Gain
$3.13 Mil
% of Total Estimate Gain
44.52%

JD Financial Services Inc.'s WisdomTree U.S. Dividend Growth Fund Holding Summary

As of 2021-12-31, JD Financial Services Inc. held 119,513.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $7.87 Mil. This investment constitutes 6.49% of their stock portfolio, and JD Financial Services Inc. now holds 0.11% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.

The initial trade took place in 2021Q1. And since then JD Financial Services Inc. has made 4 purchases of DGRW, at an average price of $58.86, for a total of 119,513.00 shares. Based on historical transaction data and DGRW's current price of $85.07, JD Financial Services Inc.'s estimated gain on his DGRW holdings is $3.13 Mil, reflecting a 44.52% gain to date.

JD Financial Services Inc. DGRW ($85.07) Holding Chart

JD Financial Services Inc. DGRW ($85.07) 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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