Angeles Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-398
| Closed | -$25.3K | – | 262 |
|
|
2023
Q3 | $25.3K | Hold |
398
| – | – | ﹤0.01% | 211 |
|
|
2023
Q2 | $26.5K | Hold |
398
| – | – | ﹤0.01% | 206 |
|
|
2023
Q1 | $24.8K | Hold |
398
| – | – | ﹤0.01% | 195 |
|
|
2022
Q4 | $24K | Hold |
398
| – | – | ﹤0.01% | 198 |
|
|
2022
Q3 | $21K | Hold |
398
| – | – | ﹤0.01% | 199 |
|
|
2022
Q2 | $23K | Buy |
+398
| New | +$23K | ﹤0.01% | 189 |
|