Lloyd Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-106
| Closed | -$7K | – | 185 |
|
|
2022
Q1 | $7K | Sell |
106
-55,569
| -100% | -$3.67M | ﹤0.01% | 418 |
|
|
2021
Q4 | $3.67M | Buy |
55,675
+55,268
| +13,579% | +$3.64M | 1.69% | 16 |
|
|
2021
Q3 | $24K | Sell |
407
-74
| -15% | -$4.36K | 0.01% | 234 |
|
|
2021
Q2 | $29K | Sell |
481
-45,838
| -99% | -$2.76M | 0.01% | 213 |
|
|
2021
Q1 | $2.65M | Buy |
+46,319
| New | +$2.65M | 1.44% | 18 |
|
|
2020
Q2 | – | Sell |
-4
| Closed | – | – | 315 |
|
|
2020
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 298 |
|