SAGE PRIVATE WEALTH GROUP, LLC DGRW Holdings History
SAGE PRIVATE WEALTH GROUP, LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2025-03-31, SAGE PRIVATE WEALTH GROUP, LLC held 241,834.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $19.31 Mil. This investment constitutes 14.62% of their stock portfolio, and SAGE PRIVATE WEALTH GROUP, LLC now holds 0.13% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2023Q4. And since then SAGE PRIVATE WEALTH GROUP, LLC has made 3 purchases of DGRW, at an average price of $68.56, for a total of 263,808.00 shares. In addition, there have been 3 sales at an average price of $82.27 for 21,974.00 shares. Based on historical transaction data and DGRW's current price of $85.07, SAGE PRIVATE WEALTH GROUP, LLC's estimated gain on his DGRW holdings is $4.29 Mil, reflecting a 23.73% gain to date.
SAGE PRIVATE WEALTH GROUP, LLC DGRW ($85.07) Holding Chart
SAGE PRIVATE WEALTH GROUP, LLC DGRW ($85.07) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
