Monterey Private Wealth, Inc. DGRW Holdings History
Monterey Private Wealth, Inc.'s WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2025-03-31, Monterey Private Wealth, Inc. held 134,676.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $10.76 Mil. This investment constitutes 3.17% of their stock portfolio, and Monterey Private Wealth, Inc. now holds 0.07% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2022Q3. And since then Monterey Private Wealth, Inc. has made 11 purchases of DGRW, at an average price of $61.47, for a total of 134,676.00 shares. Based on historical transaction data and DGRW's current price of $85.09, Monterey Private Wealth, Inc.'s estimated gain on his DGRW holdings is $3.18 Mil, reflecting a 38.43% gain to date.
Monterey Private Wealth, Inc. DGRW ($85.09) Holding Chart
Monterey Private Wealth, Inc. DGRW ($85.09) 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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