KB Financial Partners’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
Q3 | $29.4M | Sell |
457,422
-64
| -0% | -$4.11K | 8.41% | 4 |
|
|
2023
Q2 | $30.5M | Sell |
457,486
-2,785
| -0.6% | -$186K | 8.38% | 4 |
|
|
2023
Q1 | $28.7M | Buy |
460,271
+1,157
| +0.3% | +$72.1K | 8.43% | 4 |
|
|
2022
Q4 | $27.7M | Sell |
459,114
-76,010
| -14% | -$4.59M | 9.46% | 3 |
|
|
2022
Q3 | $28.8M | Buy |
535,124
+56,324
| +12% | +$3.04M | 10.31% | 2 |
|
|
2022
Q2 | $27.4M | Sell |
478,800
-8,169
| -2% | -$468K | 9.48% | 2 |
|
|
2022
Q1 | $31M | Buy |
486,969
+53,910
| +12% | +$3.43M | 8.56% | 3 |
|
|
2021
Q4 | $28.5M | Buy |
433,059
+37,096
| +9% | +$2.44M | 8.19% | 4 |
|
|
2021
Q3 | $23.3M | Buy |
395,963
+59,700
| +18% | +$3.51M | 8.53% | 4 |
|
|
2021
Q2 | $20.1M | Buy |
336,263
+48,327
| +17% | +$2.88M | 7.58% | 5 |
|
|
2021
Q1 | $16.5M | Buy |
+287,936
| New | +$16.5M | 7% | 5 |
|