Siligmueller & Norvid Wealth Advisors LLC DGRW Holdings History
Siligmueller & Norvid Wealth Advisors LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2025-03-31, Siligmueller & Norvid Wealth Advisors LLC held 103,843.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $8.29 Mil. This investment constitutes 3.51% of their stock portfolio, and Siligmueller & Norvid Wealth Advisors LLC now holds 0.06% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2024Q4. And since then Siligmueller & Norvid Wealth Advisors LLC has made 1 purchases of DGRW, at an average price of $83.48, for a total of 103,843.00 shares. Based on historical transaction data and DGRW's current price of $84.89, Siligmueller & Norvid Wealth Advisors LLC's estimated gain on his DGRW holdings is $146,321.10, reflecting a 1.69% gain to date.
Siligmueller & Norvid Wealth Advisors LLC DGRW ($84.89) Holding Chart
Siligmueller & Norvid Wealth Advisors 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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