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Avantax Planning Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Avantax Planning Partners’s Portfolio DGRW Stock Details DGRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5,050
Closed -$355K – 467
2023
Q4 		$355K Hold
5,050
– – 0.01% 275
2023
Q3 		$321K Hold
5,050
– – 0.01% 275
2023
Q2 		$337K Hold
5,050
– – 0.01% 275
2023
Q1 		$315K Hold
5,050
– – 0.01% 283
2022
Q4 		$305K Buy
+5,050
New +$305K 0.01% 295