Number of Shares
170,235.00
Current Holdings Value*
$10.28 Mil
% of Portfolio
2.41%
Total Estimate Gain
$4.42 Mil
% of Total Estimate Gain
44.13%

TITLEIST ASSET MANAGEMENT, LTD.'s WisdomTree U.S. Dividend Growth Fund Holding Summary

As of 2022-12-31, TITLEIST ASSET MANAGEMENT, LTD. held 170,235.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $10.28 Mil. This investment constitutes 2.41% of their stock portfolio, and TITLEIST ASSET MANAGEMENT, LTD. now holds 0.14% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.

The initial trade took place in 2022Q3. And since then TITLEIST ASSET MANAGEMENT, LTD. has made 2 purchases of DGRW, at an average price of $58.90, for a total of 170,235.00 shares. Based on historical transaction data and DGRW's current price of $84.89, TITLEIST ASSET MANAGEMENT, LTD.'s estimated gain on his DGRW holdings is $4.42 Mil, reflecting a 44.13% gain to date.

TITLEIST ASSET MANAGEMENT, LTD. DGRW ($84.89) Holding Chart

TITLEIST ASSET MANAGEMENT, LTD. 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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