Liberty Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,232
| Closed | -$72K | – | 388 |
|
|
2021
Q3 | $72K | Buy |
1,232
+6
| +0.5% | +$351 | 0.03% | 348 |
|
|
2021
Q2 | $73K | Buy |
1,226
+11
| +0.9% | +$655 | 0.03% | 254 |
|
|
2021
Q1 | $65K | Hold |
1,215
| – | – | 0.03% | 240 |
|
|
2020
Q4 | $65K | Buy |
1,215
+9
| +0.7% | +$481 | 0.03% | 238 |
|
|
2020
Q3 | $60K | Buy |
1,206
+5
| +0.4% | +$249 | 0.04% | 206 |
|
|
2020
Q2 | $55K | Buy |
1,201
+336
| +39% | +$15.4K | 0.04% | 210 |
|
|
2020
Q1 | $34K | Buy |
865
+394
| +84% | +$15.5K | 0.03% | 261 |
|
|
2019
Q4 | $23K | Buy |
471
+3
| +0.6% | +$146 | 0.02% | 392 |
|
|
2019
Q3 | $21K | Buy |
468
+3
| +0.6% | +$135 | 0.02% | 390 |
|
|
2019
Q2 | $20K | Buy |
465
+3
| +0.6% | +$129 | 0.02% | 408 |
|
|
2019
Q1 | $19K | Buy |
462
+2
| +0.4% | +$82 | 0.01% | 353 |
|
|
2018
Q4 | $17K | Buy |
+460
| New | +$17K | 0.01% | 352 |
|