Pinnacle Wealth Management Advisory Group, LLC DGRW Holdings History
Pinnacle Wealth Management Advisory Group, LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2025-03-31, Pinnacle Wealth Management Advisory Group, LLC held 146,752.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $11.72 Mil. This investment constitutes 1.09% of their stock portfolio, and Pinnacle Wealth Management Advisory Group, LLC now holds 0.08% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2024Q2. And since then Pinnacle Wealth Management Advisory Group, LLC has made 4 purchases of DGRW, at an average price of $81.75, for a total of 146,752.00 shares. Based on historical transaction data and DGRW's current price of $84.89, Pinnacle Wealth Management Advisory Group, LLC's estimated gain on his DGRW holdings is $460,653.44, reflecting a 3.84% gain to date.
Pinnacle Wealth Management Advisory Group, LLC DGRW ($84.89) Holding Chart
Pinnacle Wealth Management Advisory Group, LLC 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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