Compagnie Lombard Odier SCmA’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-3,670
| Closed | -$182K | – | 569 |
|
|
2020
Q3 | $182K | Hold |
3,670
| – | – | 0.01% | 277 |
|
|
2020
Q2 | $167K | Hold |
3,670
| – | – | 0.01% | 277 |
|
|
2020
Q1 | $143K | Hold |
3,670
| – | – | 0.01% | 266 |
|
|
2019
Q4 | $178K | Hold |
3,670
| – | – | 0.01% | 259 |
|
|
2019
Q3 | $165K | Hold |
3,670
| – | – | 0.01% | 257 |
|
|
2019
Q2 | $160K | Hold |
3,670
| – | – | 0.01% | 263 |
|
|
2019
Q1 | $158K | Hold |
3,670
| – | – | 0.01% | 305 |
|
|
2018
Q4 | $141K | Buy |
+3,670
| New | +$141K | 0.01% | 296 |
|