PMG Wealth Management, Inc. DGRW Holdings History
PMG Wealth Management, Inc.'s WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2025-03-31, PMG Wealth Management, Inc. held 79,137.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $6.32 Mil. This investment constitutes 6.71% of their stock portfolio, and PMG Wealth Management, Inc. now holds 0.04% 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 2,114.00 shares. Based on historical transaction data and DGRW's current price of $85.19, PMG Wealth Management, Inc.'s estimated gain on his DGRW holdings is $119,838.78, reflecting a 1.76% gain to date.
PMG Wealth Management, Inc. DGRW ($85.19) Holding Chart
PMG Wealth Management, Inc. DGRW ($85.19) 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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