Focused Wealth Management’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
Q1
Sell
-52
Closed -$3.66K 379
2023
Q4
$3.66K Hold
52
﹤0.01% 703
2023
Q3
$3.29K Hold
52
﹤0.01% 711
2023
Q2
$3.43K Buy
52
+1
+2% +$64 ﹤0.01% 731
2023
Q1
$3.2K Hold
51
﹤0.01% 746
2022
Q4
$3.08K Hold
51
﹤0.01% 740
2022
Q3
$3K Buy
51
+1
+2% +$59 ﹤0.01% 694
2022
Q2
$3K Hold
50
﹤0.01% 684
2022
Q1
$3K Hold
50
﹤0.01% 739
2021
Q4
$3K Hold
50
﹤0.01% 748
2021
Q3
$3K Buy
50
+1
+2% +$61 ﹤0.01% 767
2021
Q2
$3K Hold
49
﹤0.01% 779
2021
Q1
$3K Hold
49
﹤0.01% 769
2020
Q4
$3K Hold
49
﹤0.01% 700
2020
Q3
$2K Buy
49
+24
+96% +$1.17K ﹤0.01% 688
2020
Q2
$1K Buy
+25
New +$1.08K ﹤0.01% 710

Other funds holding DGRW