Global Financial Private Capital’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-62,486
| Closed | -$2.69M | – | 483 |
|
2019
Q1 | $2.69M | Sell |
62,486
-2,294
| -4% | -$98.8K | 0.13% | 162 |
|
2018
Q4 | $2.48M | Sell |
64,780
-28,730
| -31% | -$1.1M | 0.13% | 158 |
|
2018
Q3 | $4.15M | Sell |
93,510
-9,347
| -9% | -$414K | 0.15% | 129 |
|
2018
Q2 | $4.22M | Buy |
102,857
+3,240
| +3% | +$133K | 0.14% | 122 |
|
2018
Q1 | $4.02M | Buy |
99,617
+1,936
| +2% | +$78.1K | 0.14% | 123 |
|
2017
Q4 | $4.05M | Buy |
97,681
+9,607
| +11% | +$398K | 0.14% | 107 |
|
2017
Q3 | $3.36M | Buy |
+88,074
| New | +$3.36M | 0.12% | 109 |
|