Tyler-Stone Wealth Management DGRS Holdings History
Tyler-Stone Wealth Management's WisdomTree U.S. SmallCap Dividend Growth Fund Holding Summary
As of 2025-03-31, Tyler-Stone Wealth Management held 46,533.00 shares of WisdomTree U.S. SmallCap Dividend Growth Fund(DGRS), totaling $2.16 Mil. This investment constitutes 0.39% of their stock portfolio, and Tyler-Stone Wealth Management now holds 0.59% of the outstanding WisdomTree U.S. SmallCap Dividend Growth Fund(DGRS) stock.
The initial trade took place in 2024Q1. And since then Tyler-Stone Wealth Management has made 5 purchases of DGRS, at an average price of $50.56, for a total of 46,533.00 shares. Based on historical transaction data and DGRS's current price of $48.09, Tyler-Stone Wealth Management's estimated gain on his DGRS holdings is $-114,966.75, reflecting a -4.89% gain to date.
Tyler-Stone Wealth Management DGRS ($48.09) Holding Chart
Tyler-Stone Wealth Management 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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