Newbridge Financial Services Group’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
Q2 | – | Sell |
-140
| Closed | -$5.82K | – | 1371 |
|
|
2023
Q1 | $5.82K | Hold |
140
| – | – | ﹤0.01% | 1029 |
|
|
2022
Q4 | $5.63K | Buy |
140
+4
| +3% | +$161 | ﹤0.01% | 1040 |
|
|
2022
Q3 | $5K | Buy |
136
+2
| +1% | +$74 | ﹤0.01% | 1037 |
|
|
2022
Q2 | $5K | Hold |
134
| – | – | ﹤0.01% | 1002 |
|
|
2022
Q1 | $6K | Hold |
134
| – | – | ﹤0.01% | 1052 |
|
|
2021
Q4 | $6K | Hold |
134
| – | – | ﹤0.01% | 1026 |
|
|
2021
Q3 | $6K | Buy |
134
+69
| +106% | +$3.09K | ﹤0.01% | 970 |
|
|
2021
Q2 | $3K | Buy |
+65
| New | +$3K | ﹤0.01% | 1207 |
|