55I LLC’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$572K Sell
2022
Q2
$1.6M Buy
2022
Q1
$318K Sell
2021
Q4
$535K Buy
2021
Q3
$462K Buy
2021
Q2
$461K Buy
2021
Q1
$360K Buy
2020
Q4
$301K Sell
2020
Q3
$291K Buy