SWM
Sequoia Wealth Management’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $826K | Sell |
17,050
-23,106
| -58% | -$1.12M | 6.4% | 7 |
|
|
2019
Q3 | $1.82M | Buy |
40,156
+16,023
| +66% | +$727K | 3.72% | 6 |
|
|
2019
Q2 | $1.07M | Sell |
24,133
-11,819
| -33% | -$525K | 1.01% | 19 |
|
|
2019
Q1 | $1.55M | Buy |
35,952
+137
| +0.4% | +$5.92K | 1.26% | 20 |
|
|
2018
Q4 | $1.37M | Buy |
35,815
+3,615
| +11% | +$139K | 1.36% | 17 |
|
|
2018
Q3 | $1.43M | Buy |
32,200
+2,423
| +8% | +$108K | 1.23% | 26 |
|
|
2018
Q2 | $1.23M | Buy |
29,777
+1,840
| +7% | +$75.7K | 1.3% | 21 |
|
|
2018
Q1 | $1.13M | Sell |
27,937
-9,711
| -26% | -$393K | 1.09% | 20 |
|
|
2017
Q4 | $1.6M | Buy |
+37,648
| New | +$1.6M | 1.44% | 20 |
|