Ruggie Capital Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,220
| Closed | -$50K | – | 252 |
|
|
2018
Q2 | $50K | Sell |
1,220
-610
| -33% | -$25K | 0.03% | 182 |
|
|
2018
Q1 | $74K | Hold |
1,830
| – | – | 0.04% | 122 |
|
|
2017
Q4 | $76K | Hold |
1,830
| – | – | 0.05% | 116 |
|
|
2017
Q3 | $70K | Hold |
1,830
| – | – | 0.04% | 108 |
|
|
2017
Q2 | $67K | Hold |
1,830
| – | – | 0.05% | 116 |
|
|
2017
Q1 | $65K | Buy |
+1,830
| New | +$65K | 0.05% | 102 |
|
|
2016
Q4 | – | Sell |
-1,830
| Closed | -$59K | – | 152 |
|
|
2016
Q3 | $59K | Buy |
+1,830
| New | +$59K | 0.05% | 80 |
|