Kalos Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-239
| Closed | -$14.9K | – | 185 |
|
|
2023
Q1 | $14.9K | Buy |
+239
| New | +$14.9K | 0.03% | 181 |
|
|
2020
Q4 | – | Sell |
-9,235
| Closed | -$479K | – | 254 |
|
|
2020
Q3 | $479K | Buy |
+9,235
| New | +$479K | 0.21% | 135 |
|
|
2020
Q1 | – | Sell |
-11,193
| Closed | -$554K | – | 218 |
|
|
2019
Q4 | $554K | Buy |
11,193
+2,359
| +27% | +$117K | 0.2% | 124 |
|
|
2019
Q3 | $416K | Buy |
8,834
+559
| +7% | +$26.3K | 0.17% | 132 |
|
|
2019
Q2 | $364K | Buy |
+8,275
| New | +$364K | 0.17% | 136 |
|