San Francisco Sentry Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $319K | Buy |
5,342
+309
| +6% | +$18.5K | 0.17% | 147 |
|
|
2021
Q1 | $288K | Buy |
5,033
+607
| +14% | +$34.7K | 0.12% | 180 |
|
|
2020
Q4 | $239K | Buy |
4,426
+10
| +0.2% | +$540 | 0.11% | 180 |
|
|
2020
Q3 | $219K | Buy |
4,416
+107
| +2% | +$5.31K | 0.11% | 175 |
|
|
2020
Q2 | $196K | Sell |
4,309
-161
| -4% | -$7.32K | 0.1% | 178 |
|
|
2020
Q1 | $174K | Buy |
4,470
+7
| +0.2% | +$272 | 0.11% | 164 |
|
|
2019
Q4 | $216K | Buy |
4,463
+337
| +8% | +$16.3K | 0.1% | 192 |
|
|
2019
Q3 | $186K | Sell |
4,126
-340
| -8% | -$15.3K | 0.09% | 201 |
|
|
2019
Q2 | $195K | Sell |
4,466
-32
| -0.7% | -$1.4K | 0.09% | 196 |
|
|
2019
Q1 | $194K | Buy |
4,498
+4
| +0.1% | +$173 | 0.08% | 205 |
|
|
2018
Q4 | $172K | Sell |
4,494
-38
| -0.8% | -$1.45K | 0.08% | 203 |
|
|
2018
Q3 | $201K | Buy |
4,532
+3,842
| +557% | +$170K | 0.08% | 203 |
|
|
2018
Q2 | $28K | Hold |
690
| – | – | 0.01% | 447 |
|
|
2018
Q1 | $28K | Hold |
690
| – | – | 0.01% | 526 |
|
|
2017
Q4 | $29K | Buy |
+690
| New | +$29K | 0.01% | 508 |
|