Next Financial Group’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $565K | Buy |
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|
2021
Q3 | $521K | Buy |
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|
2021
Q2 | $502K | Buy |
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|
2021
Q1 | $455K | Sell |
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|
2020
Q4 | $401K | Buy |
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|
2020
Q3 | $278K | Buy |
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|
2020
Q2 | $265K | Buy |
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|
2020
Q1 | $216K | Hold |
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|
2019
Q4 | $324K | Sell |
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|
2019
Q3 | $472K | Buy |
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|
2019
Q2 | $393K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $315K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $251K | Sell |
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|
2018
Q1 | $378K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $7K | Sell |
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|
2017
Q2 | $206K | Buy |
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|
2017
Q1 | $7K | Sell |
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|
2016
Q4 | $14K | Hold |
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|
2016
Q3 | $12K | Sell |
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|
2016
Q2 | $28K | Hold |
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|
2016
Q1 | $28K | Hold |
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|
2015
Q4 | $26K | Hold |
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|
2015
Q3 | $25K | Hold |
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|
2015
Q2 | $29K | Buy |
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