Barnett & Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-800
| Closed | -$53K | – | 134 |
|
|
2021
Q4 | $53K | Sell |
800
-100
| -11% | -$6.63K | 0.04% | 139 |
|
|
2021
Q3 | $53K | Hold |
900
| – | – | 0.04% | 122 |
|
|
2021
Q2 | $54K | Hold |
900
| – | – | 0.04% | 143 |
|
|
2021
Q1 | $51K | Sell |
900
-100
| -10% | -$5.67K | 0.03% | 162 |
|
|
2020
Q4 | $53K | Buy |
+1,000
| New | +$53K | 0.03% | 157 |
|