PALO ALTO WEALTH ADVISORS, LLC DGRW Holdings History
PALO ALTO WEALTH ADVISORS, LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2025-03-31, PALO ALTO WEALTH ADVISORS, LLC held 225,705.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $18.15 Mil. This investment constitutes 7.08% of their stock portfolio, and PALO ALTO WEALTH ADVISORS, LLC now holds 0.12% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2022Q4. And since then PALO ALTO WEALTH ADVISORS, LLC has made 7 purchases of DGRW, at an average price of $61.82, for a total of 232,380.00 shares. In addition, there have been 2 sales at an average price of $71.00 for 6,675.00 shares. Based on historical transaction data and DGRW's current price of $85.69, PALO ALTO WEALTH ADVISORS, LLC's estimated gain on his DGRW holdings is $5.45 Mil, reflecting a 37.94% gain to date.
PALO ALTO WEALTH ADVISORS, LLC DGRW ($85.69) Holding Chart
PALO ALTO WEALTH ADVISORS, LLC DGRW ($85.69) 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
