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CFS Investment Advisory Services’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

CFS Investment Advisory Services’s Portfolio DGRW Stock Details DGRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-74,504
Closed -$1K – 154
2022
Q3 		$1K Buy
+74,504
New +$4.41M ﹤0.01% 180
2022
Q2 		– Sell
-87,992
Closed -$1K – 289
2022
Q1 		$1K Buy
+87,992
New +$5.55M ﹤0.01% 327

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