Benjamin F. Edwards & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $152K | Buy |
+1,946
| New | +$152K | ﹤0.01% | 985 |
|
|
2024
Q1 | – | Sell |
-100
| Closed | -$7K | – | 2140 |
|
|
2023
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 1749 |
|
|
2023
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 1497 |
|
|
2023
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 1469 |
|
|
2023
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 1493 |
|
|
2022
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 1523 |
|
|
2022
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 1543 |
|
|
2022
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 1487 |
|
|
2022
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 1471 |
|
|
2021
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 1452 |
|
|
2021
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 1478 |
|
|
2021
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 1476 |
|
|
2021
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 1460 |
|
|
2020
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 1390 |
|
|
2020
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 1413 |
|
|
2020
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 1418 |
|
|
2020
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 1467 |
|
|
2019
Q4 | $5K | Sell |
100
-509
| -84% | -$25.5K | ﹤0.01% | 1601 |
|
|
2019
Q3 | $27K | Buy |
609
+509
| +509% | +$22.6K | ﹤0.01% | 1099 |
|
|
2019
Q2 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 1666 |
|