Lido Advisors, LLC DGRW Holdings History
Lido Advisors, LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2025-03-31, Lido Advisors, LLC held 680,618.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $54.35 Mil. This investment constitutes 0.24% of their stock portfolio, and Lido Advisors, LLC now holds 0.36% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2021Q4. And since then Lido Advisors, LLC has made 2 purchases of DGRW, at an average price of $83.58, for a total of 1.42 Mil shares. In addition, there have been 3 sales at an average price of $81.83 for 743,388.00 shares. Based on historical transaction data and DGRW's current price of $85.83, Lido Advisors, LLC's estimated gain on his DGRW holdings is $231,415.52, reflecting a 0.19% gain to date.
Lido Advisors, LLC DGRW ($85.83) Holding Chart
Lido Advisors, LLC DGRW ($85.83) 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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