HM Payson & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-338
| Closed | -$26.4K | – | 1128 |
|
|
2024
Q2 | $26.4K | Hold |
338
| – | – | ﹤0.01% | 712 |
|
|
2024
Q1 | $25.8K | Hold |
338
| – | – | ﹤0.01% | 705 |
|
|
2023
Q4 | $23.8K | Hold |
338
| – | – | ﹤0.01% | 711 |
|
|
2023
Q3 | $21.5K | Hold |
338
| – | – | ﹤0.01% | 720 |
|
|
2023
Q2 | $22.5K | Hold |
338
| – | – | ﹤0.01% | 702 |
|
|
2023
Q1 | $21.1K | Buy |
+338
| New | +$21.1K | ﹤0.01% | 706 |
|