Cambridge Trust’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
Q1 | $92.3K | Hold |
1,212
| – | – | ﹤0.01% | 358 |
|
2023
Q4 | $85.2K | Hold |
1,212
| – | – | ﹤0.01% | 361 |
|
2023
Q3 | $77K | Hold |
1,212
| – | – | ﹤0.01% | 375 |
|
2023
Q2 | $80.8K | Hold |
1,212
| – | – | ﹤0.01% | 377 |
|
2023
Q1 | $75.6K | Sell |
1,212
-424
| -26% | -$26.4K | ﹤0.01% | 393 |
|
2022
Q4 | $99K | Hold |
1,636
| – | – | ﹤0.01% | 369 |
|
2022
Q3 | $88K | Buy |
+1,636
| New | +$88K | ﹤0.01% | 381 |
|