CWM
CCG Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,581
| Closed | -$319K | – | 71 |
|
|
2019
Q4 | $319K | Hold |
6,581
| – | – | 0.2% | 57 |
|
|
2019
Q3 | $297K | Sell |
6,581
-225
| -3% | -$10.2K | 0.2% | 60 |
|
|
2019
Q2 | $297K | Sell |
6,806
-4,969
| -42% | -$217K | 0.21% | 56 |
|
|
2019
Q1 | $507K | Sell |
11,775
-4,230
| -26% | -$182K | 0.41% | 39 |
|
|
2018
Q4 | $613K | Buy |
+16,005
| New | +$613K | 0.6% | 32 |
|