MOSAIC FINANCIAL GROUP, LLC DGRW Holdings History
MOSAIC FINANCIAL GROUP, LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2025-03-31, MOSAIC FINANCIAL GROUP, LLC held 16,221.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $1.30 Mil. This investment constitutes 1.06% of their stock portfolio, and MOSAIC FINANCIAL GROUP, LLC now holds 0.01% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2024Q1. And since then MOSAIC FINANCIAL GROUP, LLC has made 3 purchases of DGRW, at an average price of $77.41, for a total of 17,182.00 shares. In addition, there have been 1 sales at an average price of $81.92 for 961.00 shares. Based on historical transaction data and DGRW's current price of $85.18, MOSAIC FINANCIAL GROUP, LLC's estimated gain on his DGRW holdings is $130,285.95, reflecting a 9.79% gain to date.
MOSAIC FINANCIAL GROUP, LLC DGRW ($85.18) Holding Chart
MOSAIC FINANCIAL GROUP, LLC DGRW ($85.18) 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
