1834 Investment Advisors’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-200
| Closed | -$6K | – | 463 |
|
|
2020
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 366 |
|
|
2020
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 358 |
|
|
2020
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 360 |
|
|
2019
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 399 |
|
|
2019
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 407 |
|
|
2019
Q2 | $7K | Hold |
200
| – | – | ﹤0.01% | 387 |
|
|
2019
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 367 |
|
|
2018
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 375 |
|
|
2018
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 369 |
|
|
2018
Q2 | $7K | Hold |
200
| – | – | ﹤0.01% | 387 |
|
|
2018
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 404 |
|
|
2017
Q4 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 423 |
|