Realta Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,115
| Closed | -$87K | – | 424 |
|
|
2024
Q2 | $87K | Buy |
1,115
+230
| +26% | +$18K | 0.02% | 480 |
|
|
2024
Q1 | $67.4K | Buy |
+885
| New | +$67.4K | 0.01% | 521 |
|
|
2023
Q4 | – | Sell |
-31
| Closed | -$2.07K | – | 492 |
|
|
2023
Q3 | $2.07K | Hold |
31
| – | – | ﹤0.01% | 761 |
|
|
2023
Q2 | $2.07K | Buy |
+31
| New | +$2.07K | ﹤0.01% | 802 |
|
|
2023
Q1 | – | Sell |
-31
| Closed | -$1.87K | – | 485 |
|
|
2022
Q4 | $1.87K | Hold |
31
| – | – | ﹤0.01% | 817 |
|
|
2022
Q3 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 786 |
|