Mid Atlantic Financial 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
Q3 | $241K | Sell |
4,096
-100
| -2% | -$5.88K | 0.02% | 750 |
|
|
2021
Q2 | $250K | Hold |
4,196
| – | – | 0.02% | 742 |
|
|
2021
Q1 | $240K | Buy |
4,196
+21
| +0.5% | +$1.2K | 0.02% | 716 |
|
|
2020
Q4 | $225K | Hold |
4,175
| – | – | 0.02% | 682 |
|
|
2020
Q3 | $215K | Buy |
+4,175
| New | +$215K | 0.02% | 631 |
|
|
2020
Q1 | – | Sell |
-4,175
| Closed | -$202K | – | 699 |
|
|
2019
Q4 | $202K | Buy |
+4,175
| New | +$202K | 0.02% | 646 |
|