Adams Chetwood Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $4.62M | Buy |
103,457
+632
| +0.6% | +$28.2K | 2.62% | 7 |
|
|
2021
Q4 | $4.89M | Buy |
102,825
+718
| +0.7% | +$34.2K | 3.32% | 6 |
|
|
2021
Q3 | $4.53M | Sell |
102,107
-650
| -0.6% | -$28.8K | 3.28% | 6 |
|
|
2021
Q2 | $4.78M | Buy |
102,757
+2,373
| +2% | +$110K | 3.37% | 7 |
|
|
2021
Q1 | $4.62M | Buy |
100,384
+2,404
| +2% | +$111K | 3.52% | 6 |
|
|
2020
Q4 | $3.88M | Buy |
97,980
+6,534
| +7% | +$258K | 3.21% | 7 |
|
|
2020
Q3 | $2.81M | Buy |
91,446
+3,899
| +4% | +$120K | 2.7% | 7 |
|
|
2020
Q2 | $2.63M | Buy |
87,547
+2,974
| +4% | +$89.3K | 2.67% | 8 |
|
|
2020
Q1 | $2.36M | Buy |
84,573
+10,383
| +14% | +$290K | 2.77% | 8 |
|
|
2019
Q4 | $2.8M | Buy |
+74,190
| New | +$2.8M | 2.86% | 7 |
|