Legacy Financial Advisors, Inc. DGRW Holdings History
Legacy Financial Advisors, Inc.'s WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2025-03-31, Legacy Financial Advisors, Inc. held 803,661.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $64.18 Mil. This investment constitutes 10.73% of their stock portfolio, and Legacy Financial Advisors, Inc. now holds 0.43% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2023Q1. And since then Legacy Financial Advisors, Inc. has made 6 purchases of DGRW, at an average price of $64.83, for a total of 834,262.00 shares. In addition, there have been 3 sales at an average price of $75.47 for 30,601.00 shares. Based on historical transaction data and DGRW's current price of $83.45, Legacy Financial Advisors, Inc.'s estimated gain on his DGRW holdings is $15.29 Mil, reflecting a 28.27% gain to date.
Legacy Financial Advisors, Inc. DGRW ($83.45) Holding Chart
Legacy Financial Advisors, Inc. DGRW ($83.45) 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
