SeaCrest Wealth Management, LLC DGRW Holdings History
SeaCrest Wealth Management, LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2025-06-30, SeaCrest Wealth Management, LLC held 49,221.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $4.12 Mil. This investment constitutes 0.45% of their stock portfolio, and SeaCrest Wealth Management, LLC now holds 0.03% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2022Q3. And since then SeaCrest Wealth Management, LLC has made 10 purchases of DGRW, at an average price of $73.63, for a total of 54,855.00 shares. In addition, there have been 2 sales at an average price of $65.71 for 5,634.00 shares. Based on historical transaction data and DGRW's current price of $85.07, SeaCrest Wealth Management, LLC's estimated gain on his DGRW holdings is $518,349.94, reflecting a 12.83% gain to date.
SeaCrest Wealth Management, LLC DGRW ($85.07) Holding Chart
SeaCrest Wealth Management, 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 % | |||
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