J.P. Morgan Private Wealth Advisors’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-5,859
| Closed | -$232K | – | 1757 |
|
|
2020
Q4 | $232K | Sell |
5,859
-7,000
| -54% | -$277K | ﹤0.01% | 1590 |
|
|
2020
Q3 | $395K | Sell |
12,859
-2,903
| -18% | -$89.2K | ﹤0.01% | 1242 |
|
|
2020
Q2 | $473K | Buy |
15,762
+115
| +0.7% | +$3.45K | ﹤0.01% | 1129 |
|
|
2020
Q1 | $393K | Sell |
15,647
-146
| -0.9% | -$3.67K | ﹤0.01% | 1026 |
|
|
2019
Q4 | $596K | Sell |
15,793
-223
| -1% | -$8.42K | ﹤0.01% | 981 |
|
|
2019
Q3 | $570K | Buy |
16,016
+622
| +4% | +$22.1K | ﹤0.01% | 959 |
|
|
2019
Q2 | $547K | Buy |
15,394
+99
| +0.6% | +$3.52K | ﹤0.01% | 950 |
|
|
2019
Q1 | $530K | Buy |
15,295
+2,099
| +16% | +$72.7K | ﹤0.01% | 1012 |
|
|
2018
Q4 | $411K | Sell |
13,196
-14,247
| -52% | -$444K | ﹤0.01% | 1041 |
|
|
2018
Q3 | $1.04M | Buy |
27,443
+1,060
| +4% | +$40K | 0.01% | 817 |
|
|
2018
Q2 | $968K | Buy |
26,383
+8,028
| +44% | +$295K | 0.01% | 788 |
|
|
2018
Q1 | $631K | Buy |
+18,355
| New | +$631K | ﹤0.01% | 792 |
|