Fortis Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-7,608
| Closed | -$296K | – | 209 |
|
|
2020
Q1 | $296K | Buy |
7,608
+40
| +0.5% | +$1.56K | 0.2% | 55 |
|
|
2019
Q4 | $367K | Buy |
7,568
+1,147
| +18% | +$55.6K | 0.22% | 60 |
|
|
2019
Q3 | $290K | Buy |
6,421
+49
| +0.8% | +$2.21K | 0.14% | 72 |
|
|
2019
Q2 | $278K | Buy |
6,372
+44
| +0.7% | +$1.92K | 0.14% | 77 |
|
|
2019
Q1 | $272K | Sell |
6,328
-612
| -9% | -$26.3K | 0.14% | 72 |
|
|
2018
Q4 | $266K | Buy |
6,940
+69
| +1% | +$2.65K | 0.16% | 62 |
|
|
2018
Q3 | $305K | Buy |
6,871
+4,743
| +223% | +$211K | 0.17% | 57 |
|
|
2018
Q2 | $87K | Buy |
2,128
+9
| +0.4% | +$368 | 0.05% | 162 |
|
|
2018
Q1 | $86K | Buy |
2,119
+17
| +0.8% | +$690 | 0.05% | 144 |
|
|
2017
Q4 | $87K | Sell |
2,102
-289
| -12% | -$12K | 0.05% | 146 |
|
|
2017
Q3 | $91K | Buy |
+2,391
| New | +$91K | 0.06% | 133 |
|