Mariner Independent Advisor Network’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
Q3 | $11.4M | Buy |
210,971
+685
| +0.3% | +$36.9K | 0.49% | 48 |
|
|
2022
Q2 | $12.3M | Buy |
210,286
+19,310
| +10% | +$1.13M | 0.52% | 41 |
|
|
2022
Q1 | $12.1M | Buy |
190,976
+103,608
| +119% | +$6.58M | 0.47% | 50 |
|
|
2021
Q4 | $5.76M | Sell |
87,368
-122,304
| -58% | -$8.06M | 0.27% | 89 |
|
|
2021
Q3 | $12.3M | Sell |
209,672
-8,242
| -4% | -$485K | 0.6% | 28 |
|
|
2021
Q2 | $13M | Sell |
217,914
-33,587
| -13% | -$2M | 0.59% | 29 |
|
|
2021
Q1 | $14.4M | Buy |
251,501
+15,207
| +6% | +$870K | 0.75% | 26 |
|
|
2020
Q4 | $12.8M | Buy |
236,294
+3,342
| +1% | +$180K | 0.68% | 28 |
|
|
2020
Q3 | $11.5M | Sell |
232,952
-2,724
| -1% | -$135K | 0.96% | 15 |
|
|
2020
Q2 | $10.8M | Buy |
235,676
+15,427
| +7% | +$705K | 0.99% | 15 |
|
|
2020
Q1 | $8.25M | Buy |
220,249
+24,880
| +13% | +$932K | 0.75% | 28 |
|
|
2019
Q4 | $9.47M | Buy |
195,369
+30,322
| +18% | +$1.47M | 0.68% | 31 |
|
|
2019
Q3 | $7.34M | Buy |
165,047
+32,074
| +24% | +$1.43M | 0.56% | 42 |
|
|
2019
Q2 | $5.83M | Buy |
132,973
+46,633
| +54% | +$2.05M | 0.44% | 54 |
|
|
2019
Q1 | $3.75M | Buy |
86,340
+3,313
| +4% | +$144K | 0.32% | 80 |
|
|
2018
Q4 | $3.27M | Buy |
+83,027
| New | +$3.27M | 0.29% | 87 |
|
|
2018
Q2 | – | Sell |
-67,535
| Closed | -$2.73M | – | 179 |
|
|
2018
Q1 | $2.73M | Buy |
67,535
+4,793
| +8% | +$193K | 0.17% | 114 |
|
|
2017
Q4 | $2.66M | Sell |
62,742
-15,979
| -20% | -$678K | 0.28% | 89 |
|
|
2017
Q3 | $3M | Buy |
78,721
+9,702
| +14% | +$370K | 0.49% | 54 |
|
|
2017
Q2 | $2.54M | Buy |
+69,019
| New | +$2.54M | 0.36% | 77 |
|