Bank Hapoalim BM’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,280
| Closed | -$231K | – | 236 |
|
|
2020
Q4 | $231K | Sell |
4,280
-300
| -7% | -$16.2K | 0.03% | 192 |
|
|
2020
Q3 | $227 | Sell |
4,580
-700
| -13% | -$35 | 0.01% | 162 |
|
|
2020
Q2 | $240K | Sell |
5,280
-80
| -1% | -$3.64K | 0.06% | 164 |
|
|
2020
Q1 | $209K | Sell |
5,360
-4,155
| -44% | -$162K | 0.07% | 154 |
|
|
2019
Q4 | $461K | Hold |
9,515
| – | – | 0.1% | 114 |
|
|
2019
Q3 | $427K | Sell |
9,515
-35,935
| -79% | -$1.61M | 0.1% | 114 |
|
|
2019
Q2 | $1.98M | Sell |
45,450
-13,660
| -23% | -$596K | 0.49% | 43 |
|
|
2019
Q1 | $2.55M | Buy |
59,110
+15,770
| +36% | +$679K | 0.61% | 38 |
|
|
2018
Q4 | $1.66M | Buy |
43,340
+17,090
| +65% | +$655K | 0.53% | 45 |
|
|
2018
Q3 | $1.16M | Sell |
26,250
-515
| -2% | -$22.8K | 0.28% | 67 |
|
|
2018
Q2 | $1.1M | Sell |
26,765
-10,419
| -28% | -$427K | 0.3% | 67 |
|
|
2018
Q1 | $1.5M | Buy |
37,184
+6,297
| +20% | +$254K | 0.39% | 59 |
|
|
2017
Q4 | $1.28K | Buy |
+30,887
| New | +$1.28K | 0.28% | 70 |
|