Cardan Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-42,871
| Closed | -$2.08M | – | 196 |
|
|
2019
Q4 | $2.08M | Buy |
42,871
+4,132
| +11% | +$200K | 0.28% | 88 |
|
|
2019
Q3 | $1.75M | Buy |
38,739
+2,510
| +7% | +$113K | 0.25% | 90 |
|
|
2019
Q2 | $1.58M | Buy |
36,229
+4,670
| +15% | +$204K | 0.24% | 90 |
|
|
2019
Q1 | $1.36M | Sell |
31,559
-4,561
| -13% | -$196K | 0.22% | 91 |
|
|
2018
Q4 | $1.38M | Buy |
36,120
+2,127
| +6% | +$81.5K | 0.24% | 84 |
|
|
2018
Q3 | $1.51M | Buy |
+33,993
| New | +$1.51M | 0.24% | 81 |
|