Private Wealth Advisors (Pennsylvania)’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Private Wealth Advisors (Pennsylvania)’s Portfolio DGRW Stock Details DGRW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q4	$973K	Hold	18,033	–	–	0.55%	43
2020 Q3	$894K	Sell	18,033 -40	-0.2%	-$1.98K	0.57%	39
2020 Q2	$822K	Sell	18,073 -24	-0.1%	-$1.09K	0.56%	42
2020 Q1	$760K	Sell	18,097 -190	-1%	-$7.98K	0.58%	42
2019 Q4	$892K	Sell	18,287 -2,695	-13%	-$131K	0.48%	57
2019 Q3	$946K	Sell	20,982 -23,039	-52%	-$1.04M	0.48%	59
2019 Q2	$1.92M	Sell	44,021 -1,355	-3%	-$59.2K	0.68%	45
2019 Q1	$1.95M	Hold	45,376	–	–	0.73%	41
2018 Q4	$1.74M	Sell	45,376 -85	-0.2%	-$3.26K	0.75%	41
2018 Q3	$2.02M	Buy	45,461 +205	+0.5%	+$9.09K	0.74%	41
2018 Q2	$1.86M	Buy	45,256 +458	+1%	+$18.8K	0.74%	42
2018 Q1	$1.81M	Sell	44,798 -9,660	-18%	-$390K	0.72%	40
2017 Q4	$2.26M	Sell	54,458 -80	-0.1%	-$3.31K	0.87%	36
2017 Q3	$2.08M	Sell	54,538 -3,357	-6%	-$128K	0.85%	38
2017 Q2	$2.13M	Sell	57,895 -634	-1%	-$23.3K	0.91%	38
2017 Q1	$2.08M	Sell	58,529 -3,180	-5%	-$113K	0.93%	36
2016 Q4	$2.05M	Sell	61,709 -1,550	-2%	-$51.6K	0.95%	36
2016 Q3	$2.04M	Buy	63,259 +1,250	+2%	+$40.4K	0.97%	35
2016 Q2	$1.96M	Buy	62,009 +8,551	+16%	+$270K	0.96%	35
2016 Q1	$1.67M	Buy	53,458 +3,865	+8%	+$121K	0.89%	37
2015 Q4	$1.51M	Sell	49,593 -8,022	-14%	-$243K	0.85%	37
2015 Q3	$1.65M	Buy	57,615 +783	+1%	+$22.4K	0.83%	39
2015 Q2	$1.76M	Buy	56,832 +5,781	+11%	+$179K	0.8%	39
2015 Q1	$1.6M	Buy	51,051 +3,125	+7%	+$97.8K	0.75%	39
2014 Q4	$1.49M	Buy	47,926 +10,150	+27%	+$316K	0.72%	43
2014 Q3	$1.11M	Buy	37,776 +2,311	+7%	+$67.6K	0.58%	59
2014 Q2	$1.03M	Buy	35,465 +208	+0.6%	+$6.04K	0.53%	59
2014 Q1	$987K	Sell	35,257 -491	-1%	-$13.7K	0.54%	60
2013 Q4	$996K	Buy	35,748 +9,934	+38%	+$277K	0.54%	58
2013 Q3	$653K	Buy	25,814 +9,887	+62%	+$250K	0.38%	68
2013 Q2	$385K	Buy	+15,927	New	+$385K	0.24%	84