Resurgent Financial 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
Q1 | – | Sell |
-404
| Closed | -$28.4K | – | 258 |
|
|
2023
Q4 | $28.4K | Buy |
404
+3
| +0.7% | +$211 | 0.02% | 430 |
|
|
2023
Q3 | $25.5K | Buy |
+401
| New | +$25.5K | 0.02% | 443 |
|
|
2023
Q1 | – | Sell |
-650
| Closed | -$39.2K | – | 516 |
|
|
2022
Q4 | $39.2K | Buy |
+650
| New | +$39.2K | 0.02% | 474 |
|
|
2022
Q1 | – | Sell |
-3,200
| Closed | -$211K | – | 191 |
|
|
2021
Q4 | $211K | Buy |
+3,200
| New | +$211K | 0.17% | 114 |
|