Sanchez Wealth Management Group DGRW Holdings History
Sanchez Wealth Management Group's WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2025-03-31, Sanchez Wealth Management Group held 320,032.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $25.56 Mil. This investment constitutes 6.94% of their stock portfolio, and Sanchez Wealth Management Group now holds 0.17% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2020Q3. And since then Sanchez Wealth Management Group has made 17 purchases of DGRW, at an average price of $64.38, for a total of 329,469.00 shares. In addition, there have been 2 sales at an average price of $67.91 for 9,437.00 shares. Based on historical transaction data and DGRW's current price of $84.89, Sanchez Wealth Management Group's estimated gain on his DGRW holdings is $6.60 Mil, reflecting a 31.10% gain to date.
Sanchez Wealth Management Group DGRW ($84.89) Holding Chart
Sanchez Wealth Management Group 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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