Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-140
| Closed | -$3K | – | 774 |
|
|
2022
Q2 | $3K | Buy |
140
+6
| +4% | +$129 | ﹤0.01% | 1621 |
|
|
2022
Q1 | $3K | Sell |
134
-136
| -50% | -$3.05K | ﹤0.01% | 1754 |
|
|
2021
Q4 | $8K | Buy |
270
+1
| +0.4% | +$30 | ﹤0.01% | 1561 |
|
|
2021
Q3 | $8K | Sell |
269
-44
| -14% | -$1.31K | ﹤0.01% | 1546 |
|
|
2021
Q2 | $9K | Sell |
313
-359
| -53% | -$10.3K | ﹤0.01% | 1468 |
|
|
2021
Q1 | $20K | Sell |
672
-2,406
| -78% | -$71.6K | ﹤0.01% | 1086 |
|
|
2020
Q4 | $87K | Buy |
3,078
+916
| +42% | +$25.9K | 0.02% | 541 |
|
|
2020
Q3 | $52K | Buy |
2,162
+512
| +31% | +$12.3K | 0.02% | 531 |
|
|
2020
Q2 | $37K | Buy |
1,650
+592
| +56% | +$13.3K | 0.01% | 581 |
|
|
2020
Q1 | $20K | Buy |
+1,058
| New | +$20K | 0.01% | 662 |
|