ProVise Management Group’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $363K | Buy |
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|
2022
Q3 | $297K | Buy |
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|
2022
Q2 | $265K | Sell |
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|
2022
Q1 | $347K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $2.65M | Sell |
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|
2019
Q1 | $2.64M | Buy |
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|
2018
Q4 | $1.64M | Sell |
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|
2018
Q3 | $2.29M | Sell |
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|
2018
Q2 | $3.35K | Buy |
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|
2018
Q1 | $2.86M | Buy |
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|
2017
Q4 | $2.04M | Buy |
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|
2017
Q3 | $1.72M | Buy |
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