One Capital Management, LLC DGRW Holdings History
One Capital Management, LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2025-03-31, One Capital Management, LLC held 854,469.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $68.24 Mil. This investment constitutes 2.31% of their stock portfolio, and One Capital Management, LLC now holds 0.46% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2018Q2. And since then One Capital Management, LLC has made 18 purchases of DGRW, at an average price of $53.23, for a total of 1.44 Mil shares. In addition, there have been 10 sales at an average price of $76.96 for 586,748.00 shares. Based on historical transaction data and DGRW's current price of $84.49, One Capital Management, LLC's estimated gain on his DGRW holdings is $40.63 Mil, reflecting a 52.95% gain to date.
One Capital Management, LLC DGRW ($84.49) Holding Chart
One Capital Management, LLC DGRW ($84.49) 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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