TMD Wealth Management, LLC DGRW Holdings History
TMD Wealth Management, LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2024-06-30, TMD Wealth Management, LLC held 371,126.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $28.97 Mil. This investment constitutes 6.35% of their stock portfolio, and TMD Wealth Management, LLC now holds -% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2023Q3. And since then TMD Wealth Management, LLC has made 4 purchases of DGRW, at an average price of $70.40, for a total of 371,126.00 shares. Based on historical transaction data and DGRW's current price of $84.89, TMD Wealth Management, LLC's estimated gain on his DGRW holdings is $5.38 Mil, reflecting a 20.58% gain to date.
TMD Wealth Management, LLC DGRW ($84.89) Holding Chart
TMD Wealth Management, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
