Tyler-Stone Wealth Management DGRW Holdings History
Tyler-Stone Wealth Management's WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2025-03-31, Tyler-Stone Wealth Management held 293,033.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $23.40 Mil. This investment constitutes 4.2% of their stock portfolio, and Tyler-Stone Wealth Management now holds 0.16% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2021Q4. And since then Tyler-Stone Wealth Management has made 12 purchases of DGRW, at an average price of $76.05, for a total of 293,033.00 shares. Based on historical transaction data and DGRW's current price of $85.23, Tyler-Stone Wealth Management's estimated gain on his DGRW holdings is $2.69 Mil, reflecting a 12.06% gain to date.
Tyler-Stone Wealth Management DGRW ($85.23) Holding Chart
Tyler-Stone Wealth Management DGRW ($85.23) 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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