Heritage Wealth Management (Arizona)’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
2022
Q4
$3.38K Buy
56
+28
+100% +$1.69K ﹤0.01% 927
2022
Q3
$2K Hold
28
﹤0.01% 866
2022
Q2
$1.61K Hold
28
﹤0.01% 901
2022
Q1
$2K Buy
+28
New +$2K ﹤0.01% 888
2021
Q3
$2K Hold
28
﹤0.01% 809
2021
Q2
$2K Buy
+28
New +$2K ﹤0.01% 827