Spinnaker Investment Group, LLC DGRW Holdings History
Spinnaker Investment Group, LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2025-06-30, Spinnaker Investment Group, LLC held 549,082.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $45.98 Mil. This investment constitutes 10.8% of their stock portfolio, and Spinnaker Investment Group, LLC now holds 0.29% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2021Q4. And since then Spinnaker Investment Group, LLC has made 9 purchases of DGRW, at an average price of $63.35, for a total of 612,915.00 shares. In addition, there have been 5 sales at an average price of $77.10 for 63,833.00 shares. Based on historical transaction data and DGRW's current price of $85.07, Spinnaker Investment Group, LLC's estimated gain on his DGRW holdings is $12.80 Mil, reflecting a 32.98% gain to date.
Spinnaker Investment Group, LLC DGRW ($85.07) Holding Chart
Spinnaker Investment Group, 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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