Powers Advisory Group, LLC DGRW Holdings History
Number of Shares
21,750.00
Current Holdings Value*
$1.74 Mil
% of Portfolio
0.83%
Total Estimate Gain
$102,622.60
% of Total Estimate Gain
5.87%
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 $85.12, Powers Advisory Group, LLC's estimated gain on his DGRW holdings is $102,622.60, reflecting a 5.87% gain to date.
Powers Advisory Group, LLC DGRW ($85.12) Holding Chart
Powers Advisory Group, LLC DGRW ($85.12) 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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