United Advisor Group, LLC DGRW Holdings History
United Advisor Group, LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2025-03-31, United Advisor Group, LLC held 154,373.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $12.33 Mil. This investment constitutes 2.53% of their stock portfolio, and United Advisor Group, LLC now holds 0.08% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2024Q1. And since then United Advisor Group, LLC has made 5 purchases of DGRW, at an average price of $75.71, for a total of 154,373.00 shares. Based on historical transaction data and DGRW's current price of $85.92, United Advisor Group, LLC's estimated gain on his DGRW holdings is $1.58 Mil, reflecting a 13.48% gain to date.
United Advisor Group, LLC DGRW ($85.92) Holding Chart
United Advisor Group, LLC DGRW ($85.92) 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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