Raab & Moskowitz Asset Management’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-600
| Closed | -$22K | – | 222 |
|
|
2019
Q4 | $22K | Buy |
+600
| New | +$22K | 0.01% | 332 |
|
|
2018
Q4 | – | Sell |
-600
| Closed | -$22K | – | 236 |
|
|
2018
Q3 | $22K | Buy |
+600
| New | +$22K | 0.01% | 339 |
|
|
2015
Q1 | – | Sell |
-600
| Closed | -$18K | – | 176 |
|
|
2014
Q4 | $18K | Buy |
+600
| New | +$18K | 0.01% | 282 |
|