American Portfolios 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.6K | Hold |
100
| – | – | ﹤0.01% | 2950 |
|
|
2022
Q2 | $3.97K | Sell |
100
-400
| -80% | -$15.9K | ﹤0.01% | 2921 |
|
|
2022
Q1 | $22.3K | Hold |
500
| – | – | ﹤0.01% | 2319 |
|
|
2021
Q4 | $23.8K | Sell |
500
-800
| -62% | -$38.1K | ﹤0.01% | 2244 |
|
|
2021
Q3 | $57.7K | Hold |
1,300
| – | – | ﹤0.01% | 1697 |
|
|
2021
Q2 | $60.4K | Hold |
1,300
| – | – | ﹤0.01% | 1640 |
|
|
2021
Q1 | $59.9K | Hold |
1,300
| – | – | ﹤0.01% | 1539 |
|
|
2020
Q4 | $51.4K | Buy |
1,300
+500
| +63% | +$19.8K | ﹤0.01% | 1405 |
|
|
2020
Q3 | $24.6K | Sell |
800
-2,150
| -73% | -$66K | ﹤0.01% | 1608 |
|
|
2020
Q2 | $88.6K | Sell |
2,950
-1,400
| -32% | -$42K | 0.01% | 1043 |
|
|
2020
Q1 | $109K | Hold |
4,350
| – | – | 0.01% | 861 |
|
|
2019
Q4 | $164K | Buy |
4,350
+3,600
| +480% | +$136K | 0.01% | 820 |
|
|
2019
Q3 | $26.7K | Buy |
+750
| New | +$26.7K | ﹤0.01% | 1548 |
|