RVW Wealth, LLC DGRW Holdings History
RVW Wealth, LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2025-06-30, RVW Wealth, LLC held 804,271.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $67.35 Mil. This investment constitutes 5.72% of their stock portfolio, and RVW Wealth, LLC now holds 0.43% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2019Q1. And since then RVW Wealth, LLC has made 18 purchases of DGRW, at an average price of $49.53, for a total of 1.11 Mil shares. In addition, there have been 7 sales at an average price of $50.81 for 309,608.00 shares. Based on historical transaction data and DGRW's current price of $84.89, RVW Wealth, LLC's estimated gain on his DGRW holdings is $28.84 Mil, reflecting a 52.27% gain to date.
RVW Wealth, LLC DGRW ($84.89) Holding Chart
RVW Wealth, 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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