Carroll Financial Associates’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $31.8M | Sell |
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|
2021
Q3 | $30.5M | Buy |
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|
2021
Q2 | $28.5M | Sell |
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|
2021
Q1 | $27.3M | Buy |
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|
2020
Q4 | $25.7M | Buy |
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|
2020
Q3 | $22.2M | Buy |
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|
2020
Q2 | $18.1M | Sell |
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|
2020
Q1 | $15.8M | Buy |
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|
2019
Q4 | $17.2M | Sell |
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|
2019
Q3 | $16M | Sell |
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|
2019
Q2 | $16.3M | Buy |
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|
2019
Q1 | $15.4M | Sell |
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|
2018
Q4 | $19.3M | Sell |
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|
2018
Q3 | $26.4M | Sell |
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|
2018
Q2 | $47.9M | Buy |
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|
2018
Q1 | $45.4M | Buy |
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|
2017
Q4 | $44.6M | Buy |
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|
2017
Q3 | $39.1M | Buy |
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|
2017
Q2 | $24.3M | Buy |
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|
2017
Q1 | $18.8M | Buy |
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|
2016
Q4 | $13.2M | Buy |
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|
2016
Q3 | $7.14M | Buy |
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|
2016
Q2 | $5.65M | Buy |
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|
2016
Q1 | $5.34M | Buy |
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|
2015
Q4 | $2.37M | Buy |
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|
2015
Q3 | $1.31M | Buy |
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|
2015
Q2 | $196K | Hold |
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|
2015
Q1 | $197K | Buy |
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