Cerity Partners OCIO’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
2022
Q4
$220K Sell
3,637
-317
-8% -$19.2K 0.01% 394
2022
Q3
$213K Buy
3,954
+170
+4% +$9.16K 0.01% 396
2022
Q2
$217K Buy
3,784
+559
+17% +$32.1K 0.01% 389
2022
Q1
$205K Hold
3,225
0.01% 405
2021
Q4
$212K Buy
+3,225
New +$212K 0.01% 402