MSI Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-522
| Closed | -$16K | – | 3946 |
|
|
2016
Q1 | $16K | Sell |
522
-399
| -43% | -$12.2K | ﹤0.01% | 2437 |
|
|
2015
Q4 | $28K | Buy |
+921
| New | +$28K | ﹤0.01% | 2090 |
|
|
2015
Q1 | – | Sell |
-427
| Closed | -$13K | – | 3040 |
|
|
2014
Q4 | $13K | Buy |
+427
| New | +$13K | ﹤0.01% | 1692 |
|
|
2014
Q1 | – | Sell |
-850
| Closed | -$24K | – | 2528 |
|
|
2013
Q4 | $24K | Hold |
850
| – | – | ﹤0.01% | 1304 |
|
|
2013
Q3 | $21K | Buy |
850
+650
| +325% | +$16.1K | ﹤0.01% | 1185 |
|
|
2013
Q2 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 1811 |
|