Insight Wealth Strategies’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-11,894
| Closed | -$700K | – | 158 |
|
|
2021
Q3 | $700K | Buy |
11,894
+926
| +8% | +$54.5K | 0.1% | 129 |
|
|
2021
Q2 | $654K | Buy |
10,968
+965
| +10% | +$57.5K | 0.09% | 130 |
|
|
2021
Q1 | $572K | Buy |
10,003
+3,118
| +45% | +$178K | 0.08% | 138 |
|
|
2020
Q4 | $372K | Buy |
6,885
+2,090
| +44% | +$113K | 0.06% | 137 |
|
|
2020
Q3 | $238K | Buy |
+4,795
| New | +$238K | 0.04% | 174 |
|