Harbour Investments’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-178
| Closed | -$7.41K | – | 3046 |
|
|
2023
Q1 | $7.41K | Hold |
178
| – | – | ﹤0.01% | 2142 |
|
|
2022
Q4 | $7.15K | Buy |
178
+2
| +1% | +$80 | ﹤0.01% | 2096 |
|
|
2022
Q3 | $7K | Hold |
176
| – | – | ﹤0.01% | 2053 |
|
|
2022
Q2 | $7K | Buy |
+176
| New | +$7K | ﹤0.01% | 2053 |
|
|
2021
Q4 | $13K | Buy |
267
+1
| +0.4% | +$49 | ﹤0.01% | 1815 |
|
|
2021
Q3 | $12K | Buy |
266
+41
| +18% | +$1.85K | ﹤0.01% | 2558 |
|
|
2021
Q2 | $10K | Buy |
225
+1
| +0.4% | +$44 | ﹤0.01% | 2711 |
|
|
2021
Q1 | $10K | Buy |
+224
| New | +$10K | ﹤0.01% | 2600 |
|