Ropes Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-800
| Closed | -$43K | – | 382 |
|
|
2020
Q4 | $43K | Hold |
800
| – | – | 0.01% | 400 |
|
|
2020
Q3 | $40K | Hold |
800
| – | – | 0.01% | 357 |
|
|
2020
Q2 | $36K | Hold |
800
| – | – | 0.01% | 338 |
|
|
2020
Q1 | $31K | Hold |
800
| – | – | 0.01% | 325 |
|
|
2019
Q4 | $39K | Hold |
800
| – | – | 0.01% | 352 |
|
|
2019
Q3 | $36K | Hold |
800
| – | – | 0.01% | 362 |
|
|
2019
Q2 | $35K | Buy |
+800
| New | +$35K | 0.01% | 371 |
|