Bartlett & Co’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 | $27K | Buy |
389
+195
| +101% | +$13.5K | ﹤0.01% | 811 |
|
|
2023
Q3 | $12K | Hold |
194
| – | – | ﹤0.01% | 902 |
|
|
2023
Q2 | $13K | Hold |
194
| – | – | ﹤0.01% | 886 |
|
|
2023
Q1 | $12K | Hold |
194
| – | – | ﹤0.01% | 794 |
|
|
2022
Q4 | $12K | Hold |
194
| – | – | ﹤0.01% | 802 |
|
|
2022
Q3 | $10K | Hold |
194
| – | – | ﹤0.01% | 822 |
|
|
2022
Q2 | $11K | Hold |
194
| – | – | ﹤0.01% | 842 |
|
|
2022
Q1 | $12K | Buy |
+194
| New | +$12K | ﹤0.01% | 801 |
|
|
2020
Q2 | – | Sell |
-206
| Closed | -$8K | – | 834 |
|
|
2020
Q1 | $8K | Buy |
+206
| New | +$8K | ﹤0.01% | 678 |
|