Legacy Wealth Planning, LLC DGRW Holdings History
Legacy Wealth Planning, LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2022-09-30, Legacy Wealth Planning, LLC held 123,570.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $6.66 Mil. This investment constitutes 11.02% of their stock portfolio, and Legacy Wealth Planning, LLC now holds 0.1% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2019Q4. And since then Legacy Wealth Planning, LLC has made 4 purchases of DGRW, at an average price of $47.32, for a total of 279,090.00 shares. In addition, there have been 7 sales at an average price of $59.05 for 155,520.00 shares. Based on historical transaction data and DGRW's current price of $84.89, Legacy Wealth Planning, LLC's estimated gain on his DGRW holdings is $6.47 Mil, reflecting a 48.96% gain to date.
Legacy Wealth Planning, LLC DGRW ($84.89) Holding Chart
Legacy Wealth Planning, LLC DGRW ($84.89) 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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