Number of Shares
1.31 Mil
Current Holdings Value*
$104.83 Mil
% of Portfolio
0.63%
Total Estimate Gain
$46.72 Mil
% of Total Estimate Gain
23.01%

Private Advisor Group, LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary

As of 2025-03-31, Private Advisor Group, LLC held 1.31 Mil shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $104.83 Mil. This investment constitutes 0.63% of their stock portfolio, and Private Advisor Group, LLC now holds 0.7% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.

The initial trade took place in 2018Q2. And since then Private Advisor Group, LLC has made 21 purchases of DGRW, at an average price of $66.46, for a total of 3.05 Mil shares. In addition, there have been 7 sales at an average price of $79.40 for 1.74 Mil shares. Based on historical transaction data and DGRW's current price of $84.89, Private Advisor Group, LLC's estimated gain on his DGRW holdings is $46.72 Mil, reflecting a 23.01% gain to date.

Private Advisor Group, LLC DGRW ($84.89) Holding Chart

Private Advisor 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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