Carroll Financial Associates’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $72K | Hold |
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|
2021
Q3 | $71K | Hold |
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|
2021
Q2 | $76K | Hold |
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|
2021
Q1 | $76K | Hold |
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|
2020
Q4 | $72K | Sell |
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|
2020
Q3 | $66K | Hold |
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|
2020
Q2 | $62K | Hold |
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|
2020
Q1 | $52K | Sell |
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|
2019
Q4 | $119K | Hold |
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|
2019
Q3 | $106K | Sell |
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|
2019
Q2 | $125K | Buy |
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|
2019
Q1 | $108K | Sell |
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|
2018
Q4 | $107K | Buy |
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|
2018
Q3 | $113K | Buy |
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|
2018
Q2 | $116K | Sell |
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|
2018
Q1 | $130K | Sell |
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|
2017
Q4 | $132K | Hold |
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|
2017
Q3 | $126K | Buy |
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|
2017
Q2 | $115K | Buy |
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|
2017
Q1 | $100K | Buy |
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|
2016
Q4 | $90K | Buy |
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|
2016
Q3 | $94K | Buy |
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|
2016
Q2 | $77K | Buy |
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|
2016
Q1 | $16K | Hold |
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|
2015
Q4 | $14K | Buy |
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|
2015
Q3 | $0 | Sell |
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|
2015
Q2 | $972K | Buy |
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|
2015
Q1 | $63K | Hold |
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|
2014
Q4 | $66K | Buy |
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|
2014
Q3 | $45K | Buy |
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