Ladenburg Thalmann Financial Services’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $39K | Buy |
1,079
+108
| +11% | +$3.9K | ﹤0.01% | 3689 |
|
|
2019
Q3 | $35K | Buy |
971
+4
| +0.4% | +$144 | ﹤0.01% | 3672 |
|
|
2019
Q2 | $34K | Buy |
967
+5
| +0.5% | +$176 | ﹤0.01% | 3718 |
|
|
2019
Q1 | $33K | Buy |
962
+5
| +0.5% | +$172 | ﹤0.01% | 3681 |
|
|
2018
Q4 | $30K | Sell |
957
-505
| -35% | -$15.8K | ﹤0.01% | 3617 |
|
|
2018
Q3 | $55K | Sell |
1,462
-230
| -14% | -$8.65K | ﹤0.01% | 3250 |
|
|
2018
Q2 | $58K | Hold |
1,692
| – | – | ﹤0.01% | 3158 |
|
|
2018
Q1 | $58K | Buy |
1,692
+10
| +0.6% | +$343 | ﹤0.01% | 3158 |
|
|
2017
Q4 | $60K | Sell |
1,682
-316
| -16% | -$11.3K | ﹤0.01% | 3096 |
|
|
2017
Q3 | $69K | Sell |
1,998
-336
| -14% | -$11.6K | ﹤0.01% | 2852 |
|
|
2017
Q2 | $78K | Buy |
2,334
+11
| +0.5% | +$368 | ﹤0.01% | 2668 |
|
|
2017
Q1 | $77K | Buy |
2,323
+574
| +33% | +$19K | ﹤0.01% | 2580 |
|
|
2016
Q4 | $59K | Buy |
1,749
+1,211
| +225% | +$40.9K | ﹤0.01% | 2717 |
|
|
2016
Q3 | $17K | Buy |
538
+3
| +0.6% | +$95 | ﹤0.01% | 3494 |
|
|
2016
Q2 | $15K | Buy |
535
+4
| +0.8% | +$112 | ﹤0.01% | 3521 |
|
|
2016
Q1 | $15K | Buy |
531
+1
| +0.2% | +$28 | ﹤0.01% | 3438 |
|
|
2015
Q4 | $14K | Buy |
+530
| New | +$14K | ﹤0.01% | 3464 |
|