Larson Financial Group LLC DGRW Holdings History
Larson Financial Group LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2025-03-31, Larson Financial Group LLC held 223,946.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $17.88 Mil. This investment constitutes 0.85% of their stock portfolio, and Larson Financial Group LLC now holds 0.12% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2021Q4. And since then Larson Financial Group LLC has made 9 purchases of DGRW, at an average price of $81.68, for a total of 224,259.00 shares. In addition, there have been 3 sales at an average price of $62.22 for 313.00 shares. Based on historical transaction data and DGRW's current price of $84.78, Larson Financial Group LLC's estimated gain on his DGRW holdings is $687,203.32, reflecting a 3.75% gain to date.
Larson Financial Group LLC DGRW ($84.78) Holding Chart
Larson Financial Group LLC DGRW ($84.78) 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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