Dakota 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
2023
Q1
Sell
-10,996
Closed -$664K 617
2022
Q4
$664K Buy
+10,996
New +$664K 0.05% 296
2020
Q1
Sell
-5,745
Closed -$278K 275
2019
Q4
$278K Hold
5,745
0.04% 251
2019
Q3
$259K Buy
+5,745
New +$259K 0.04% 251