CWS
Cypress Wealth Services’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-7,107
| Closed | -$277K | – | 276 |
|
|
2020
Q1 | $277K | Sell |
7,107
-197
| -3% | -$7.68K | 0.08% | 188 |
|
|
2019
Q4 | $354K | Buy |
7,304
+40
| +0.6% | +$1.94K | 0.09% | 174 |
|
|
2019
Q3 | $328K | Sell |
7,264
-142
| -2% | -$6.41K | 0.09% | 179 |
|
|
2019
Q2 | $323K | Sell |
7,406
-2,245
| -23% | -$97.9K | 0.09% | 179 |
|
|
2019
Q1 | $416K | Sell |
9,651
-12,371
| -56% | -$533K | 0.13% | 138 |
|
|
2018
Q4 | $844K | Buy |
+22,022
| New | +$844K | 0.33% | 81 |
|