Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$26.28 Mil
% of Total Estimate Gain
33.07%

Relative Value Partners Group, LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary

As of 2024-06-30, Relative Value Partners Group, LLC held - shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling N/A. This investment constitutes 0% of their stock portfolio, and Relative Value Partners Group, LLC now holds -% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.

The initial trade took place in 2018Q2. And since then Relative Value Partners Group, LLC has made 16 purchases of DGRW, at an average price of $51.73, for a total of 1.54 Mil shares. In addition, there have been 8 sales at an average price of $68.84 for 1.54 Mil shares. Based on historical transaction data and DGRW's current price of $85.10, Relative Value Partners Group, LLC's estimated gain on his DGRW holdings is $26.28 Mil, reflecting a 33.07% gain to date.

Relative Value Partners Group, LLC DGRW ($85.10) Holding Chart

Relative Value Partners Group, LLC DGRW ($85.10) 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 %

Top Ranked Articles

  • 1