Financial Architects (New Jersey)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-70
| Closed | -$3K | – | 385 |
|
|
2020
Q2 | $3K | Hold |
70
| – | – | ﹤0.01% | 769 |
|
|
2020
Q1 | $3K | Hold |
70
| – | – | ﹤0.01% | 747 |
|
|
2019
Q4 | $3K | Hold |
70
| – | – | ﹤0.01% | 804 |
|
|
2019
Q3 | $3K | Hold |
70
| – | – | ﹤0.01% | 863 |
|
|
2019
Q2 | $3K | Hold |
70
| – | – | ﹤0.01% | 938 |
|
|
2019
Q1 | $3K | Hold |
70
| – | – | ﹤0.01% | 1162 |
|
|
2018
Q4 | $3K | Hold |
70
| – | – | ﹤0.01% | 1071 |
|
|
2018
Q3 | $3K | Hold |
70
| – | – | ﹤0.01% | 1142 |
|
|
2018
Q2 | $3K | Hold |
70
| – | – | ﹤0.01% | 1170 |
|
|
2018
Q1 | $3K | Hold |
70
| – | – | ﹤0.01% | 1155 |
|
|
2017
Q4 | $3K | Hold |
70
| – | – | ﹤0.01% | 1236 |
|
|
2017
Q3 | $3K | Hold |
70
| – | – | ﹤0.01% | 1262 |
|
|
2017
Q2 | $3K | Buy |
+70
| New | +$3K | ﹤0.01% | 1260 |
|