Proficio Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,000
| Closed | -$87K | – | 501 |
|
|
2019
Q2 | $87K | Hold |
2,000
| – | – | 0.03% | 233 |
|
|
2019
Q1 | $86K | Hold |
2,000
| – | – | 0.03% | 223 |
|
|
2018
Q4 | $77K | Hold |
2,000
| – | – | 0.03% | 208 |
|
|
2018
Q3 | $89K | Hold |
2,000
| – | – | 0.03% | 215 |
|
|
2018
Q2 | $82K | Hold |
2,000
| – | – | 0.03% | 235 |
|
|
2018
Q1 | $81K | Hold |
2,000
| – | – | 0.02% | 249 |
|
|
2017
Q4 | $83K | Hold |
2,000
| – | – | 0.03% | 246 |
|
|
2017
Q3 | $76K | Hold |
2,000
| – | – | 0.03% | 297 |
|
|
2017
Q2 | $74K | Hold |
2,000
| – | – | 0.03% | 309 |
|
|
2017
Q1 | $72K | Hold |
2,000
| – | – | 0.03% | 304 |
|
|
2016
Q4 | $67K | Hold |
2,000
| – | – | 0.03% | 219 |
|
|
2016
Q3 | $65K | Hold |
2,000
| – | – | 0.04% | 222 |
|
|
2016
Q2 | $65K | Hold |
2,000
| – | – | 0.04% | 221 |
|
|
2016
Q1 | $63K | Buy |
+2,000
| New | +$63K | 0.05% | 177 |
|