Team Financial Group, LLC DGRS Holdings History
Team Financial Group, LLC's WisdomTree U.S. SmallCap Dividend Growth Fund Holding Summary
As of 2025-03-31, Team Financial Group, LLC held 17,839.00 shares of WisdomTree U.S. SmallCap Dividend Growth Fund(DGRS), totaling $829,510.00. This investment constitutes 0.48% of their stock portfolio, and Team Financial Group, LLC now holds 0.22% of the outstanding WisdomTree U.S. SmallCap Dividend Growth Fund(DGRS) stock.
The initial trade took place in 2023Q3. And since then Team Financial Group, LLC has made 1 purchases of DGRS, at an average price of $42.97, for a total of 157,999.00 shares. In addition, there have been 5 sales at an average price of $50.10 for 140,160.00 shares. Based on historical transaction data and DGRS's current price of $48.09, Team Financial Group, LLC's estimated gain on his DGRS holdings is $1.09 Mil, reflecting a 16.06% gain to date.
Team Financial Group, LLC DGRS ($48.09) Holding Chart
Team Financial Group, LLC DGRS ($48.09) 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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