Serenus Wealth Advisors, LLC DGRW Holdings History
Serenus Wealth Advisors, LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2025-03-31, Serenus Wealth Advisors, LLC held 403,244.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $32.20 Mil. This investment constitutes 5.34% of their stock portfolio, and Serenus Wealth Advisors, LLC now holds 0.22% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $81.92 for 657.00 shares. Based on historical transaction data and DGRW's current price of $85.69, Serenus Wealth Advisors, LLC's estimated gain on his DGRW holdings is $829,559.17, reflecting a 2.46% gain to date.
Serenus Wealth Advisors, LLC DGRW ($85.69) Holding Chart
Serenus Wealth Advisors, LLC DGRW ($85.69) 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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