Sargent Bickham Lagudis’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3.2K | Buy |
80
+1
| +1% | +$40 | ﹤0.01% | 854 |
|
|
2022
Q3 | $3K | Buy |
79
+1
| +1% | +$38 | ﹤0.01% | 839 |
|
|
2022
Q2 | $3K | Hold |
78
| – | – | ﹤0.01% | 857 |
|
|
2022
Q1 | $3K | Buy |
78
+1
| +1% | +$38 | ﹤0.01% | 842 |
|
|
2021
Q4 | $4K | Hold |
77
| – | – | ﹤0.01% | 818 |
|
|
2021
Q3 | $3K | Buy |
77
+1
| +1% | +$39 | ﹤0.01% | 849 |
|
|
2021
Q2 | $4K | Hold |
76
| – | – | ﹤0.01% | 818 |
|
|
2021
Q1 | $3K | Hold |
76
| – | – | ﹤0.01% | 833 |
|
|
2020
Q4 | $3K | Buy |
76
+1
| +1% | +$39 | ﹤0.01% | 778 |
|
|
2020
Q3 | $2K | Hold |
75
| – | – | ﹤0.01% | 723 |
|
|
2020
Q2 | $2K | Buy |
75
+1
| +1% | +$27 | ﹤0.01% | 706 |
|
|
2020
Q1 | $2K | Buy |
+74
| New | +$2K | ﹤0.01% | 702 |
|
|
2019
Q4 | – | Sell |
-29
| Closed | -$1K | – | 849 |
|
|
2019
Q3 | $1K | Hold |
29
| – | – | ﹤0.01% | 694 |
|
|
2019
Q2 | $1K | Sell |
29
-107
| -79% | -$3.69K | ﹤0.01% | 730 |
|
|
2019
Q1 | $5K | Sell |
136
-1,173
| -90% | -$43.1K | ﹤0.01% | 692 |
|
|
2018
Q4 | $41K | Sell |
1,309
-58,070
| -98% | -$1.82M | 0.01% | 389 |
|
|
2018
Q3 | $2.24M | Buy |
59,379
+8,139
| +16% | +$307K | 0.27% | 80 |
|
|
2018
Q2 | $1.88M | Sell |
51,240
-2,524
| -5% | -$92.6K | 0.23% | 88 |
|
|
2018
Q1 | $1.85M | Sell |
53,764
-5,129
| -9% | -$176K | 0.23% | 87 |
|
|
2017
Q4 | $2.1M | Sell |
58,893
-2,485
| -4% | -$88.8K | 0.25% | 87 |
|
|
2017
Q3 | $2.12M | Buy |
61,378
+6,882
| +13% | +$237K | 0.26% | 86 |
|
|
2017
Q2 | $1.81M | Buy |
54,496
+2,832
| +5% | +$94.2K | 0.23% | 95 |
|
|
2017
Q1 | $1.71M | Buy |
+51,664
| New | +$1.71M | 0.22% | 97 |
|