JD Financial Services Inc. DGRW Holdings History
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 $85.50, JD Financial Services Inc.'s estimated gain on his DGRW holdings is $3.18 Mil, reflecting a 45.25% gain to date.
JD Financial Services Inc. DGRW ($85.50) Holding Chart
JD Financial Services Inc. DGRW ($85.50) 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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