Focused 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-52
| Closed | -$3.66K | – | 345 |
|
|
2023
Q4 | $3.66K | Hold |
52
| – | – | ﹤0.01% | 682 |
|
|
2023
Q3 | $3.29K | Hold |
52
| – | – | ﹤0.01% | 687 |
|
|
2023
Q2 | $3.43K | Buy |
52
+1
| +2% | +$66 | ﹤0.01% | 692 |
|
|
2023
Q1 | $3.2K | Hold |
51
| – | – | ﹤0.01% | 718 |
|
|
2022
Q4 | $3.08K | Hold |
51
| – | – | ﹤0.01% | 710 |
|
|
2022
Q3 | $3K | Buy |
51
+1
| +2% | +$59 | ﹤0.01% | 670 |
|
|
2022
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 651 |
|
|
2022
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 693 |
|
|
2021
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 711 |
|
|
2021
Q3 | $3K | Buy |
50
+1
| +2% | +$60 | ﹤0.01% | 715 |
|
|
2021
Q2 | $3K | Hold |
49
| – | – | ﹤0.01% | 720 |
|
|
2021
Q1 | $3K | Hold |
49
| – | – | ﹤0.01% | 703 |
|
|
2020
Q4 | $3K | Hold |
49
| – | – | ﹤0.01% | 662 |
|
|
2020
Q3 | $2K | Buy |
49
+24
| +96% | +$980 | ﹤0.01% | 640 |
|
|
2020
Q2 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 658 |
|