Team Financial Group, LLC DGRW Holdings History
Team Financial Group, LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2025-03-31, Team Financial Group, LLC held 352,771.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $28.17 Mil. This investment constitutes 16.26% of their stock portfolio, and Team Financial Group, LLC now holds 0.19% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2023Q3. And since then Team Financial Group, LLC has made 6 purchases of DGRW, at an average price of $68.48, for a total of 352,771.00 shares. Based on historical transaction data and DGRW's current price of $85.26, Team Financial Group, LLC's estimated gain on his DGRW holdings is $5.92 Mil, reflecting a 24.50% gain to date.
Team Financial Group, LLC DGRW ($85.26) Holding Chart
Team Financial Group, LLC DGRW ($85.26) 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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