Jacobus Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $15.9M | Buy |
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2017
Q2 | $14.8M | Buy |
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2017
Q1 | $13.5M | Sell |
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|
2016
Q4 | $12.8M | Sell |
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|
2016
Q3 | $13.8M | Buy |
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|
2016
Q2 | $12.9M | Buy |
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|
2016
Q1 | $11.6M | Buy |
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|
2015
Q4 | $10.9M | Buy |
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|
2015
Q3 | $7.37M | Buy |
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|
2015
Q2 | $7.94M | Buy |
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|
2015
Q1 | $7.17M | Buy |
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|
2014
Q4 | $6.61M | Buy |
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|
2014
Q3 | $4.54M | Buy |
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|
2014
Q2 | $3.89M | Sell |
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|
2014
Q1 | $5.08M | Buy |
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|
2013
Q4 | $2.05M | Buy |
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|
2013
Q3 | $812K | Buy |
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