Integrated Advisors Network’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
Q2 | – | Sell |
-3,390
| Closed | -$216K | – | 677 |
|
|
2022
Q1 | $216K | Buy |
3,390
+13
| +0.4% | +$828 | 0.01% | 620 |
|
|
2021
Q4 | $222K | Buy |
+3,377
| New | +$222K | 0.01% | 580 |
|
|
2021
Q3 | – | Sell |
-3,906
| Closed | -$233K | – | 613 |
|
|
2021
Q2 | $233K | Buy |
3,906
+16
| +0.4% | +$954 | 0.02% | 531 |
|
|
2021
Q1 | $222K | Buy |
3,890
+164
| +4% | +$9.36K | 0.02% | 498 |
|
|
2020
Q4 | $201K | Buy |
+3,726
| New | +$201K | 0.02% | 474 |
|