Prestige Wealth Management Group LLC DGRW Holdings History
Prestige Wealth Management Group LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2025-03-31, Prestige Wealth Management Group LLC held 631,445.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $50.43 Mil. This investment constitutes 10.78% of their stock portfolio, and Prestige Wealth Management Group LLC now holds 0.34% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2019Q4. And since then Prestige Wealth Management Group LLC has made 13 purchases of DGRW, at an average price of $48.78, for a total of 901,386.00 shares. In addition, there have been 9 sales at an average price of $69.29 for 269,941.00 shares. Based on historical transaction data and DGRW's current price of $85.71, Prestige Wealth Management Group LLC's estimated gain on his DGRW holdings is $28.85 Mil, reflecting a 65.62% gain to date.
Prestige Wealth Management Group LLC DGRW ($85.71) Holding Chart
Prestige Wealth Management Group LLC DGRW ($85.71) 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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