JP Morgan Private Wealth Advisors’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $232K | Sell |
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|
2020
Q3 | $395K | Sell |
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|
2020
Q2 | $473K | Buy |
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|
2020
Q1 | $393K | Sell |
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|
2019
Q4 | $596K | Sell |
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|
2019
Q3 | $570K | Buy |
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|
2019
Q2 | $547K | Buy |
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|
2019
Q1 | $530K | Buy |
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|
2018
Q4 | $411K | Sell |
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|
2018
Q3 | $1.03M | Buy |
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|
2018
Q2 | $968K | Buy |
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|
2018
Q1 | $631K | Buy |
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