Ford Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-11,521
| Closed | -$695K | – | 27 |
|
|
2022
Q4 | $695K | Buy |
11,521
+4
| +0% | +$241 | 0.27% | 66 |
|
|
2022
Q3 | $620K | Buy |
11,517
+4,724
| +70% | +$254K | 0.26% | 67 |
|
|
2022
Q2 | $389K | Buy |
6,793
+2,181
| +47% | +$125K | 0.16% | 76 |
|
|
2022
Q1 | $293K | Buy |
4,612
+3,074
| +200% | +$195K | 0.11% | 94 |
|
|
2021
Q4 | $101 | Buy |
+1,538
| New | +$101 | 0.02% | 160 |
|
|
2021
Q3 | – | Sell |
-1,538
| Closed | -$91K | – | 216 |
|
|
2021
Q2 | $91K | Buy |
+1,538
| New | +$91K | 0.03% | 169 |
|