Marshall & Sterling Wealth Advisors Inc. DGRW Holdings History
Marshall & Sterling Wealth Advisors Inc.'s WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2025-03-31, Marshall & Sterling Wealth Advisors Inc. held 111,776.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $8.93 Mil. This investment constitutes 6.07% of their stock portfolio, and Marshall & Sterling Wealth Advisors Inc. now holds 0.06% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $81.92 for 2,669.00 shares. Based on historical transaction data and DGRW's current price of $85.82, Marshall & Sterling Wealth Advisors Inc.'s estimated gain on his DGRW holdings is $240,225.45, reflecting a 2.51% gain to date.
Marshall & Sterling Wealth Advisors Inc. DGRW ($85.82) Holding Chart
Marshall & Sterling Wealth Advisors Inc. DGRW ($85.82) 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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