Money Concepts Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-483
| Closed | -$19.4K | – | 1043 |
|
|
2022
Q4 | $19.4K | Buy |
483
+111
| +30% | +$4.46K | ﹤0.01% | 1695 |
|
|
2022
Q3 | $13K | Hold |
372
| – | – | ﹤0.01% | 1001 |
|
|
2022
Q2 | $15K | Sell |
372
-55
| -13% | -$2.22K | ﹤0.01% | 946 |
|
|
2022
Q1 | $19K | Buy |
427
+130
| +44% | +$5.79K | ﹤0.01% | 1631 |
|
|
2021
Q4 | $14K | Buy |
+297
| New | +$14K | ﹤0.01% | 662 |
|
|
2021
Q1 | $11K | Hold |
246
| – | – | ﹤0.01% | 646 |
|
|
2020
Q4 | $10K | Buy |
+246
| New | +$10K | ﹤0.01% | 598 |
|