MB, LEVIS & ASSOCIATES, LLC DGRW Holdings History
MB, LEVIS & ASSOCIATES, LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2025-03-31, MB, LEVIS & ASSOCIATES, LLC held 168,156.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $13.43 Mil. This investment constitutes 6.23% of their stock portfolio, and MB, LEVIS & ASSOCIATES, LLC now holds 0.09% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2025Q1. And since then MB, LEVIS & ASSOCIATES, LLC has made 1 purchases of DGRW, at an average price of $81.92, for a total of 168,156.00 shares. Based on historical transaction data and DGRW's current price of $84.89, MB, LEVIS & ASSOCIATES, LLC's estimated gain on his DGRW holdings is $499,423.32, reflecting a 3.63% gain to date.
MB, LEVIS & ASSOCIATES, LLC DGRW ($84.89) Holding Chart
MB, LEVIS & ASSOCIATES, 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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