Waterway Wealth Management, LLC DGRW Holdings History
Waterway Wealth Management, LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2025-03-31, Waterway Wealth Management, LLC held 42,453.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $3.39 Mil. This investment constitutes 1.41% of their stock portfolio, and Waterway Wealth Management, LLC now holds 0.02% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2024Q4. And since then Waterway Wealth Management, LLC has made 2 purchases of DGRW, at an average price of $82.19, for a total of 42,453.00 shares. Based on historical transaction data and DGRW's current price of $85.83, Waterway Wealth Management, LLC's estimated gain on his DGRW holdings is $154,339.29, reflecting a 4.42% gain to date.
Waterway Wealth Management, LLC DGRW ($85.83) Holding Chart
Waterway Wealth Management, LLC DGRW ($85.83) 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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