Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-654
| Closed | -$37K | – | 317 |
|
|
2022
Q2 | $37K | Hold |
654
| – | – | 0.01% | 249 |
|
|
2022
Q1 | $41K | Hold |
654
| – | – | 0.01% | 230 |
|
|
2021
Q4 | $43K | Buy |
+654
| New | +$43K | 0.01% | 191 |
|
|
2021
Q1 | – | Sell |
-654
| Closed | -$35K | – | 200 |
|
|
2020
Q4 | $35K | Buy |
+654
| New | +$35K | 0.03% | 174 |
|