Number of Shares
21,750.00
Current Holdings Value*
$1.74 Mil
% of Portfolio
0.83%
Total Estimate Gain
$95,221.08
% of Total Estimate Gain
5.45%

Powers Advisory Group, LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary

As of 2025-03-31, Powers Advisory Group, LLC held 21,750.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $1.74 Mil. This investment constitutes 0.83% of their stock portfolio, and Powers Advisory Group, LLC now holds 0.01% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.

The initial trade took place in 2024Q2. And since then Powers Advisory Group, LLC has made 4 purchases of DGRW, at an average price of $80.40, for a total of 21,750.00 shares. Based on historical transaction data and DGRW's current price of $84.78, Powers Advisory Group, LLC's estimated gain on his DGRW holdings is $95,221.08, reflecting a 5.45% gain to date.

Powers Advisory Group, LLC DGRW ($84.78) Holding Chart

Powers Advisory Group, LLC DGRW ($84.78) 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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