Strategic Financial Concepts, LLC DGRW Holdings History
Strategic Financial Concepts, LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2025-03-31, Strategic Financial Concepts, LLC held 10,192.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $813,970.00. This investment constitutes 0.15% of their stock portfolio, and Strategic Financial Concepts, LLC now holds 0.01% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2023Q1. And since then Strategic Financial Concepts, LLC has made 4 purchases of DGRW, at an average price of $75.68, for a total of 209,881.00 shares. In addition, there have been 4 sales at an average price of $80.04 for 199,689.00 shares. Based on historical transaction data and DGRW's current price of $85.07, Strategic Financial Concepts, LLC's estimated gain on his DGRW holdings is $965,943.30, reflecting a 6.08% gain to date.
Strategic Financial Concepts, LLC DGRW ($85.07) Holding Chart
Strategic Financial Concepts, 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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