IDA
Intelligence Driven Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-13,127
| Closed | -$651K | – | 92 |
|
|
2020
Q3 | $651K | Sell |
13,127
-110,022
| -89% | -$5.46M | 0.15% | 43 |
|
|
2020
Q2 | $5.6M | Sell |
123,149
-18,545
| -13% | -$844K | 1.98% | 13 |
|
|
2020
Q1 | $5.51M | Sell |
141,694
-111,084
| -44% | -$4.32M | 2.56% | 11 |
|
|
2019
Q4 | $12.3M | Sell |
252,778
-52,956
| -17% | -$2.57M | 5.56% | 3 |
|
|
2019
Q3 | $13.8M | Sell |
305,734
-71,081
| -19% | -$3.21M | 6.52% | 3 |
|
|
2019
Q2 | $16.4M | Sell |
376,815
-121,016
| -24% | -$5.28M | 7.82% | 2 |
|
|
2019
Q1 | $21.4M | Buy |
497,831
+175,486
| +54% | +$7.56M | 11.73% | 1 |
|
|
2018
Q4 | $12.4M | Buy |
+322,345
| New | +$12.4M | 7.82% | 1 |
|