KB FINANCIAL PARTNERS, LLC DGRW Holdings History
KB FINANCIAL PARTNERS, LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2023-09-30, KB FINANCIAL PARTNERS, LLC held 457,422.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $29.40 Mil. This investment constitutes 8.41% of their stock portfolio, and KB FINANCIAL PARTNERS, LLC now holds 0.35% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2021Q1. And since then KB FINANCIAL PARTNERS, LLC has made 6 purchases of DGRW, at an average price of $57.46, for a total of 544,450.00 shares. In addition, there have been 4 sales at an average price of $59.61 for 87,028.00 shares. Based on historical transaction data and DGRW's current price of $82.85, KB FINANCIAL PARTNERS, LLC's estimated gain on his DGRW holdings is $11.80 Mil, reflecting a 37.71% gain to date.
KB FINANCIAL PARTNERS, LLC DGRW ($82.85) Holding Chart
KB FINANCIAL PARTNERS, LLC DGRW ($82.85) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
