Concert Wealth Management’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
2017
Q3
Sell
-5,738
Closed -$212K 47
2017
Q2
$212K Sell
5,738
-2,856
-33% -$106K 0.21% 136
2017
Q1
$284K Buy
8,594
+249
+3% +$8.23K 0.06% 358
2016
Q4
$273K Buy
+8,345
New +$273K 0.06% 374