Destiny Wealth Partners’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 |
-1,220
| Closed | -$73.6K | – | 287 |
|
|
2022
Q4 | $73.6K | Hold |
1,220
| – | – | 0.02% | 249 |
|
|
2022
Q3 | $66K | Hold |
1,220
| – | – | 0.01% | 253 |
|
|
2022
Q2 | $70K | Hold |
1,220
| – | – | 0.02% | 253 |
|
|
2022
Q1 | $78K | Hold |
1,220
| – | – | 0.02% | 270 |
|
|
2021
Q4 | $80K | Hold |
1,220
| – | – | 0.02% | 250 |
|
|
2021
Q3 | $72K | Buy |
+1,220
| New | +$72K | 0.01% | 244 |
|
|
2021
Q2 | – | Sell |
-1,220
| Closed | -$70K | – | 256 |
|
|
2021
Q1 | $70K | Hold |
1,220
| – | – | 0.01% | 235 |
|
|
2020
Q4 | $66K | Buy |
+1,220
| New | +$66K | 0.01% | 265 |
|