Masso Torrence Wealth Management Inc. DGRW Holdings History
Masso Torrence Wealth Management Inc.'s WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2025-06-30, Masso Torrence Wealth Management Inc. held 93,477.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $7.83 Mil. This investment constitutes 3.62% of their stock portfolio, and Masso Torrence Wealth Management Inc. now holds 0.05% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2021Q4. And since then Masso Torrence Wealth Management Inc. has made 10 purchases of DGRW, at an average price of $65.39, for a total of 105,492.00 shares. In addition, there have been 4 sales at an average price of $70.66 for 12,015.00 shares. Based on historical transaction data and DGRW's current price of $84.89, Masso Torrence Wealth Management Inc.'s estimated gain on his DGRW holdings is $1.89 Mil, reflecting a 27.34% gain to date.
Masso Torrence Wealth Management Inc. DGRW ($84.89) Holding Chart
Masso Torrence Wealth Management Inc. 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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