Fairview Capital Investment Management’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-19,675
| Closed | -$516K | – | 131 |
|
|
2019
Q4 | $516K | Sell |
19,675
-1,425
| -7% | -$37.4K | 0.03% | 105 |
|
|
2019
Q3 | $494K | Sell |
21,100
-375
| -2% | -$8.78K | 0.02% | 109 |
|
|
2019
Q2 | $531K | Hold |
21,475
| – | – | 0.03% | 108 |
|
|
2019
Q1 | $531K | Sell |
21,475
-1,375
| -6% | -$34K | 0.03% | 106 |
|
|
2018
Q4 | $507K | Buy |
22,850
+5,050
| +28% | +$112K | 0.03% | 102 |
|
|
2018
Q3 | $426K | Buy |
+17,800
| New | +$426K | 0.02% | 106 |
|