Ameriprise’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 | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | – | Sell |
-984
| Closed | -$27K | – | 3848 |
|
2014
Q3 | $27K | Sell |
984
-9,117
| -90% | -$250K | ﹤0.01% | 4304 |
|
2014
Q2 | $291K | Buy |
10,101
+230
| +2% | +$6.63K | ﹤0.01% | 3176 |
|
2014
Q1 | $281K | Sell |
9,871
-266
| -3% | -$7.57K | ﹤0.01% | 3123 |
|
2013
Q4 | $290K | Buy |
10,137
+18
| +0.2% | +$515 | ﹤0.01% | 3022 |
|
2013
Q3 | $263K | Buy |
+10,119
| New | +$263K | ﹤0.01% | 3069 |
|