Alliance Wealth Advisors (Utah)’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,288
| Closed | -$555K | – | 233 |
|
|
2024
Q1 | $555K | Buy |
7,288
+484
| +7% | +$36.9K | 0.17% | 129 |
|
|
2023
Q4 | $478K | Sell |
6,804
-2,179
| -24% | -$153K | 0.16% | 135 |
|
|
2023
Q3 | $570K | Buy |
8,983
+60
| +0.7% | +$3.81K | 0.21% | 107 |
|
|
2023
Q2 | $595K | Sell |
8,923
-256
| -3% | -$17.1K | 0.22% | 106 |
|
|
2023
Q1 | $572K | Buy |
9,179
+11
| +0.1% | +$686 | 0.23% | 105 |
|
|
2022
Q4 | $553K | Buy |
+9,168
| New | +$553K | 0.25% | 99 |
|