Number of Shares
517,287.00
Current Holdings Value*
$41.88 Mil
% of Portfolio
6.81%
Total Estimate Gain
$9.64 Mil
% of Total Estimate Gain
27.62%

SkyView Investment Advisors, LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary

As of 2024-12-31, SkyView Investment Advisors, LLC held 517,287.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $41.88 Mil. This investment constitutes 6.81% of their stock portfolio, and SkyView Investment Advisors, LLC now holds 0.28% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.

The initial trade took place in 2020Q4. And since then SkyView Investment Advisors, LLC has made 12 purchases of DGRW, at an average price of $67.17, for a total of 519,502.00 shares. In addition, there have been 3 sales at an average price of $61.48 for 2,215.00 shares. Based on historical transaction data and DGRW's current price of $85.83, SkyView Investment Advisors, LLC's estimated gain on his DGRW holdings is $9.64 Mil, reflecting a 27.62% gain to date.

SkyView Investment Advisors, LLC DGRW ($85.83) Holding Chart

SkyView Investment Advisors, LLC DGRW ($85.83) 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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