Kore Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,519
| Closed | -$207K | – | 346 |
|
|
2021
Q3 | $207K | Buy |
+3,519
| New | +$207K | 0.02% | 422 |
|
|
2020
Q3 | – | Sell |
-2,493
| Closed | -$113K | – | 469 |
|
|
2020
Q2 | $113K | Sell |
2,493
-183
| -7% | -$8.3K | 0.02% | 317 |
|
|
2020
Q1 | $104K | Buy |
2,676
+83
| +3% | +$3.23K | 0.02% | 305 |
|
|
2019
Q4 | $126K | Buy |
+2,593
| New | +$126K | 0.02% | 322 |
|
|
2019
Q2 | – | Sell |
-2,411
| Closed | -$104K | – | 370 |
|
|
2019
Q1 | $104K | Hold |
2,411
| – | – | 0.02% | 280 |
|
|
2018
Q4 | $92K | Buy |
+2,411
| New | +$92K | 0.03% | 285 |
|