SNS Financial Group, LLC DGRW Holdings History
Number of Shares
687,006.00
Current Holdings Value*
$54.86 Mil
% of Portfolio
5.59%
Total Estimate Gain
$12.89 Mil
% of Total Estimate Gain
28.38%
SNS Financial Group, LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2025-03-31, SNS Financial Group, LLC held 687,006.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $54.86 Mil. This investment constitutes 5.59% of their stock portfolio, and SNS Financial Group, LLC now holds 0.37% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2023Q2. And since then SNS Financial Group, LLC has made 8 purchases of DGRW, at an average price of $66.13, for a total of 687,006.00 shares. Based on historical transaction data and DGRW's current price of $84.89, SNS Financial Group, LLC's estimated gain on his DGRW holdings is $12.89 Mil, reflecting a 28.38% gain to date.
SNS Financial Group, LLC DGRW ($84.89) Holding Chart
SNS Financial Group, 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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