SK Wealth Management, LLC DGRW Holdings History
SK Wealth Management, LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2025-06-30, SK Wealth Management, LLC held 293,373.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $24.99 Mil. This investment constitutes 10.83% of their stock portfolio, and SK Wealth Management, LLC now holds 0.16% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2024Q3. And since then SK Wealth Management, LLC has made 2 purchases of DGRW, at an average price of $80.10, for a total of 293,491.00 shares. In addition, there have been 1 sales at an average price of $81.92 for 118.00 shares. Based on historical transaction data and DGRW's current price of $85.82, SK Wealth Management, LLC's estimated gain on his DGRW holdings is $1.68 Mil, reflecting a 7.14% gain to date.
SK Wealth Management, LLC DGRW ($85.82) Holding Chart
SK Wealth Management, LLC DGRW ($85.82) 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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