Next Financial Group’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-92
| Closed | -$2K | – | 890 |
|
|
2020
Q1 | $2K | Hold |
92
| – | – | ﹤0.01% | 1911 |
|
|
2019
Q4 | $2K | Hold |
92
| – | – | ﹤0.01% | 2149 |
|
|
2019
Q3 | $2K | Hold |
92
| – | – | ﹤0.01% | 2099 |
|
|
2019
Q2 | $2K | Buy |
+92
| New | +$2K | ﹤0.01% | 2104 |
|
|
2019
Q1 | – | Sell |
-177
| Closed | -$4K | – | 1712 |
|
|
2018
Q4 | $4K | Buy |
+177
| New | +$4K | ﹤0.01% | 1589 |
|
|
2015
Q4 | – | Sell |
-1,915
| Closed | -$37K | – | 1807 |
|
|
2015
Q3 | $37K | Hold |
1,915
| – | – | 0.01% | 732 |
|
|
2015
Q2 | $45K | Buy |
1,915
+650
| +51% | +$15.3K | 0.02% | 697 |
|
|
2015
Q1 | $30K | Sell |
1,265
-235
| -16% | -$5.57K | 0.01% | 841 |
|
|
2014
Q4 | $37K | Hold |
1,500
| – | – | 0.01% | 757 |
|
|
2014
Q3 | $39K | Buy |
+1,500
| New | +$39K | 0.01% | 1067 |
|