EisnerAmper Wealth Management Corporate Benefits’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
Q4 | $10.2M | Sell |
145,223
-9,292
| -6% | -$653K | 3.73% | 8 |
|
|
2023
Q3 | $9.81M | Sell |
154,515
-8,973
| -5% | -$570K | 4.38% | 6 |
|
|
2023
Q2 | $10.9M | Sell |
163,488
-12,636
| -7% | -$842K | 5.22% | 7 |
|
|
2023
Q1 | $11M | Sell |
176,124
-2,527
| -1% | -$158K | 5.31% | 7 |
|
|
2022
Q4 | $10.8M | Sell |
178,651
-3,950
| -2% | -$238K | 5.51% | 7 |
|
|
2022
Q3 | $9.84M | Sell |
182,601
-1,591
| -0.9% | -$85.8K | 5.61% | 8 |
|
|
2022
Q2 | $10.6M | Buy |
184,192
+58
| +0% | +$3.32K | 5.61% | 8 |
|
|
2022
Q1 | $11.7M | Sell |
184,134
-978
| -0.5% | -$62.3K | 5.63% | 7 |
|
|
2021
Q4 | $12.2M | Buy |
185,112
+2,472
| +1% | +$163K | 5.54% | 7 |
|
|
2021
Q3 | $10.7M | Sell |
182,640
-9,149
| -5% | -$538K | 5.41% | 7 |
|
|
2021
Q2 | $11.4M | Sell |
191,789
-5,377
| -3% | -$321K | 5.78% | 7 |
|
|
2021
Q1 | $11.3M | Buy |
197,166
+11,368
| +6% | +$650K | 6.08% | 7 |
|
|
2020
Q4 | $10M | Buy |
185,798
+553
| +0.3% | +$29.8K | 5.74% | 7 |
|
|
2020
Q3 | $9.18M | Sell |
185,245
-6,569
| -3% | -$326K | 6.03% | 5 |
|
|
2020
Q2 | $8.73M | Buy |
191,814
+2,916
| +2% | +$133K | 5.97% | 7 |
|
|
2020
Q1 | $7.35M | Sell |
188,898
-2,139
| -1% | -$83.2K | 4.99% | 6 |
|
|
2019
Q4 | $9.26M | Buy |
191,037
+1,186
| +0.6% | +$57.5K | 6.35% | 7 |
|
|
2019
Q3 | $8.56M | Buy |
189,851
+7,859
| +4% | +$354K | 6.2% | 7 |
|
|
2019
Q2 | $7.94M | Buy |
181,992
+8,919
| +5% | +$389K | 5.91% | 7 |
|
|
2019
Q1 | $7.45M | Buy |
173,073
+10,685
| +7% | +$460K | 5.57% | 7 |
|
|
2018
Q4 | $6.22M | Sell |
162,388
-3,601
| -2% | -$138K | 5.37% | 7 |
|
|
2018
Q3 | $7.36M | Sell |
165,989
-1,339
| -0.8% | -$59.4K | 5.68% | 7 |
|
|
2018
Q2 | $6.86M | Sell |
167,328
-55
| -0% | -$2.26K | 5.58% | 7 |
|
|
2018
Q1 | $6.76M | Buy |
167,383
+4,923
| +3% | +$199K | 5.67% | 7 |
|
|
2017
Q4 | $6.73M | Sell |
162,460
-4,308
| -3% | -$178K | 5.47% | 7 |
|
|
2017
Q3 | $6.36M | Buy |
166,768
+13,851
| +9% | +$529K | 5.47% | 7 |
|
|
2017
Q2 | $5.62M | Sell |
152,917
-595
| -0.4% | -$21.9K | 4.84% | 8 |
|
|
2017
Q1 | $5.45M | Buy |
+153,512
| New | +$5.45M | 4.72% | 8 |
|