BerganKDV Wealth Management’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
Q2 | $400 | Hold |
6
| – | – | ﹤0.01% | 830 |
|
|
2023
Q1 | $375 | Hold |
6
| – | – | ﹤0.01% | 997 |
|
|
2022
Q4 | $362 | Hold |
6
| – | – | ﹤0.01% | 981 |
|
|
2022
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 987 |
|
|
2022
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 985 |
|
|
2022
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 1011 |
|
|
2021
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 1069 |
|
|
2021
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 1048 |
|
|
2021
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 988 |
|
|
2021
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 945 |
|
|
2020
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 958 |
|
|
2020
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 925 |
|
|
2020
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 987 |
|
|
2020
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 934 |
|
|
2019
Q4 | $0 | Sell |
6
-1
| -14% | – | ﹤0.01% | 942 |
|
|
2019
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 699 |
|
|
2019
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 741 |
|
|
2019
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 732 |
|
|
2018
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 698 |
|
|
2018
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 622 |
|
|
2018
Q2 | $0 | Buy |
+7
| New | – | ﹤0.01% | 643 |
|