Pinnacle Private Wealth’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
2022
Q2
$835K Buy
14,577
+203
+1% +$11.6K 0.33% 79
2022
Q1
$915K Sell
14,374
-76
-0.5% -$4.84K 0.29% 84
2021
Q4
$952K Buy
+14,450
New +$952K 0.3% 80