Empirical 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
Q2 | – | Sell |
-3,353
| Closed | -$213K | – | 480 |
|
|
2022
Q1 | $213K | Hold |
3,353
| – | – | 0.01% | 461 |
|
|
2021
Q4 | $221K | Buy |
+3,353
| New | +$221K | 0.01% | 480 |
|
|
2021
Q3 | – | Sell |
-3,862
| Closed | -$230K | – | 457 |
|
|
2021
Q2 | $230K | Hold |
3,862
| – | – | 0.01% | 404 |
|
|
2021
Q1 | $221K | Buy |
+3,862
| New | +$221K | 0.02% | 357 |
|