Private Wealth Strategies, L.L.C. DGRW Holdings History
Private Wealth Strategies, L.L.C.'s WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2024-06-30, Private Wealth Strategies, L.L.C. held 722,050.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $56.36 Mil. This investment constitutes 11.31% of their stock portfolio, and Private Wealth Strategies, L.L.C. now holds -% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2020Q2. And since then Private Wealth Strategies, L.L.C. has made 13 purchases of DGRW, at an average price of $53.27, for a total of 777,260.00 shares. In addition, there have been 4 sales at an average price of $61.71 for 55,210.00 shares. Based on historical transaction data and DGRW's current price of $83.45, Private Wealth Strategies, L.L.C.'s estimated gain on his DGRW holdings is $22.26 Mil, reflecting a 53.75% gain to date.
Private Wealth Strategies, L.L.C. DGRW ($83.45) Holding Chart
Private Wealth Strategies, L.L.C. DGRW ($83.45) 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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