MCF Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-7
| Closed | – | – | 461 |
|
2019
Q4 | $0 | Sell |
7
-3
| -30% | – | ﹤0.01% | 451 |
|
2019
Q3 | $0 | Sell |
10
-4
| -29% | – | ﹤0.01% | 453 |
|
2019
Q2 | $0 | Buy |
14
+1
| +8% | – | ﹤0.01% | 452 |
|
2019
Q1 | $0 | Sell |
13
-13
| -50% | – | ﹤0.01% | 461 |
|
2018
Q4 | $1K | Buy |
26
+1
| +4% | +$38 | ﹤0.01% | 463 |
|
2018
Q3 | $1K | Sell |
25
-3
| -11% | -$120 | ﹤0.01% | 457 |
|
2018
Q2 | $1K | Buy |
28
+1
| +4% | +$36 | ﹤0.01% | 421 |
|
2018
Q1 | $1K | Sell |
27
-4
| -13% | -$148 | ﹤0.01% | 431 |
|
2017
Q4 | $1K | Hold |
31
| – | – | ﹤0.01% | 441 |
|
2017
Q3 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 468 |
|