O'Dell Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-261
| Closed | -$18.3K | – | 179 |
|
|
2023
Q4 | $18.3K | Buy |
+261
| New | +$18.3K | ﹤0.01% | 300 |
|
|
2023
Q3 | – | Sell |
-261
| Closed | -$17.4K | – | 162 |
|
|
2023
Q2 | $17.4K | Buy |
+261
| New | +$17.4K | ﹤0.01% | 292 |
|
|
2022
Q4 | – | Sell |
-261
| Closed | -$14K | – | 153 |
|
|
2022
Q3 | $14K | Hold |
261
| – | – | 0.01% | 258 |
|
|
2022
Q2 | $15K | Hold |
261
| – | – | 0.01% | 245 |
|
|
2022
Q1 | $17K | Hold |
261
| – | – | 0.01% | 266 |
|
|
2021
Q4 | $17K | Hold |
261
| – | – | 0.01% | 255 |
|
|
2021
Q3 | $15K | Buy |
+261
| New | +$15K | ﹤0.01% | 257 |
|