Huber Financial 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
Q1 | $42.1M | Buy |
1,081,334
+120,711
| +13% | +$4.7M | 15.76% | 2 |
|
|
2019
Q4 | $46.6M | Buy |
960,623
+55,834
| +6% | +$2.71M | 16.17% | 1 |
|
|
2019
Q3 | $40.8M | Buy |
904,789
+37,158
| +4% | +$1.68M | 15.93% | 2 |
|
|
2019
Q2 | $37.9M | Buy |
867,631
+97,616
| +13% | +$4.26M | 16.44% | 1 |
|
|
2019
Q1 | $33.2M | Buy |
770,015
+62,322
| +9% | +$2.68M | 16.18% | 1 |
|
|
2018
Q4 | $27.1M | Buy |
707,693
+573,212
| +426% | +$22M | 14.82% | 2 |
|
|
2018
Q3 | $5.96M | Buy |
+134,481
| New | +$5.96M | 4.57% | 4 |
|