Private Wealth Strategies, L.L.C. DGRS Holdings History
Private Wealth Strategies, L.L.C.'s WisdomTree U.S. SmallCap Dividend Growth Fund Holding Summary
As of 2024-06-30, Private Wealth Strategies, L.L.C. held 550,430.00 shares of WisdomTree U.S. SmallCap Dividend Growth Fund(DGRS), totaling $25.93 Mil. This investment constitutes 5.2% of their stock portfolio, and Private Wealth Strategies, L.L.C. now holds -% of the outstanding WisdomTree U.S. SmallCap Dividend Growth Fund(DGRS) stock.
The initial trade took place in 2021Q2. And since then Private Wealth Strategies, L.L.C. has made 13 purchases of DGRS, at an average price of $45.48, for a total of 550,430.00 shares. Based on historical transaction data and DGRS's current price of $46.41, Private Wealth Strategies, L.L.C.'s estimated gain on his DGRS holdings is $509,563.73, reflecting a 2.04% gain to date.
Private Wealth Strategies, L.L.C. DGRS ($46.41) Holding Chart
Private Wealth Strategies, L.L.C. DGRS ($46.41) 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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