Next Financial Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $645K | Sell |
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|
2021
Q3 | $821K | Buy |
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|
2021
Q2 | $770K | Buy |
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|
2021
Q1 | $684K | Sell |
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|
2020
Q4 | $678K | Buy |
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|
2020
Q3 | $608K | Buy |
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|
2020
Q2 | $551K | Buy |
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|
2020
Q1 | $294K | Buy |
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|
2019
Q4 | $351K | Hold |
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|
2019
Q3 | $326K | Buy |
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|
2019
Q2 | $241K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $183K | Buy |
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|
2018
Q3 | $81K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $206K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $37K | Buy |
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