Schneider Downs Wealth Management 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
2018
Q1
Sell
-11,254
Closed -$466K 55
2017
Q4
$466K Buy
11,254
+182
+2% +$7.54K 0.27% 21
2017
Q3
$423K Buy
11,072
+1,297
+13% +$49.6K 0.27% 23
2017
Q2
$360K Buy
9,775
+2,006
+26% +$73.9K 0.24% 30
2017
Q1
$276K Buy
+7,769
New +$276K 0.19% 36