FinTrust Capital Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.58M | Buy |
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2024
Q2 | $2.24M | Buy |
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|
2024
Q1 | $1.97M | Buy |
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|
2023
Q4 | $1.75M | Buy |
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|
2023
Q3 | $1.5M | Buy |
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|
2023
Q2 | $1.09M | Hold |
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|
2023
Q1 | $1.09M | Hold |
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|
2022
Q4 | $1.09M | Buy |
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|
2022
Q3 | $853K | Buy |
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|
2022
Q2 | $665K | Buy |
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|
2022
Q1 | $212K | Buy |
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|
2021
Q4 | $98K | Hold |
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|
2021
Q3 | $87K | Hold |
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|
2021
Q2 | $89K | Hold |
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|
2021
Q1 | $85K | Hold |
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|
2020
Q4 | $80K | Sell |
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|
2020
Q3 | $85 | Hold |
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|
2020
Q2 | $78K | Hold |
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|
2020
Q1 | $67K | Buy |
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|
2019
Q4 | $83K | Hold |
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|
2019
Q3 | $77K | Hold |
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|
2019
Q2 | $75K | Buy |
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