Mirador Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5,292
| Closed | -$241K | – | 167 |
|
|
2020
Q2 | $241K | Sell |
5,292
-458
| -8% | -$20.9K | 0.09% | 139 |
|
|
2020
Q1 | $242K | Sell |
5,750
-2,194
| -28% | -$92.3K | 0.1% | 122 |
|
|
2019
Q4 | $385K | Buy |
7,944
+2,034
| +34% | +$98.6K | 0.16% | 121 |
|
|
2019
Q3 | $266K | Buy |
5,910
+241
| +4% | +$10.8K | 0.12% | 145 |
|
|
2019
Q2 | $247K | Sell |
5,669
-151
| -3% | -$6.58K | 0.12% | 134 |
|
|
2019
Q1 | $251K | Buy |
5,820
+593
| +11% | +$25.6K | 0.14% | 122 |
|
|
2018
Q4 | $200K | Sell |
5,227
-119
| -2% | -$4.55K | 0.12% | 133 |
|
|
2018
Q3 | $237K | Buy |
5,346
+64
| +1% | +$2.84K | 0.12% | 139 |
|
|
2018
Q2 | $217K | Buy |
+5,282
| New | +$217K | 0.12% | 132 |
|
|
2018
Q1 | – | Sell |
-7,639
| Closed | -$316K | – | 123 |
|
|
2017
Q4 | $316K | Buy |
7,639
+359
| +5% | +$14.9K | 0.17% | 105 |
|
|
2017
Q3 | $279K | Buy |
7,280
+23
| +0.3% | +$881 | 0.16% | 108 |
|
|
2017
Q2 | $270K | Buy |
7,257
+539
| +8% | +$20.1K | 0.17% | 111 |
|
|
2017
Q1 | $238K | Buy |
6,718
+424
| +7% | +$15K | 0.17% | 115 |
|
|
2016
Q4 | $209K | Buy |
+6,294
| New | +$209K | 0.17% | 117 |
|