Fortis 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
2020
Q2
Sell
-7,608
Closed -$296K 207
2020
Q1
$296K Buy
7,608
+40
+0.5% +$1.82K 0.2% 55
2019
Q4
$367K Buy
7,568
+1,147
+18% +$53.5K 0.22% 60
2019
Q3
$290K Buy
6,421
+49
+0.8% +$2.17K 0.14% 72
2019
Q2
$278K Buy
6,372
+44
+0.7% +$1.91K 0.14% 77
2019
Q1
$272K Sell
6,328
-612
-9% -$25.2K 0.14% 72
2018
Q4
$266K Buy
6,940
+69
+1% +$2.85K 0.16% 62
2018
Q3
$305K Buy
6,871
+4,743
+223% +$205K 0.17% 57
2018
Q2
$87K Buy
2,128
+9
+0.4% +$369 0.05% 162
2018
Q1
$86K Buy
2,119
+17
+0.8% +$715 0.05% 144
2017
Q4
$87K Sell
2,102
-289
-12% -$11.5K 0.05% 146
2017
Q3
$91K Buy
+2,391
New +$89.2K 0.06% 133

Other funds holding DGRW