Shepherd Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-6,452
| Closed | -$320K | – | 132 |
|
|
2020
Q3 | $320K | Hold |
6,452
| – | – | 0.08% | 116 |
|
|
2020
Q2 | $294K | Sell |
6,452
-415
| -6% | -$18.9K | 0.08% | 106 |
|
|
2020
Q1 | $267K | Hold |
6,867
| – | – | 0.09% | 103 |
|
|
2019
Q4 | $333K | Hold |
6,867
| – | – | 0.08% | 105 |
|
|
2019
Q3 | $310K | Hold |
6,867
| – | – | 0.08% | 102 |
|
|
2019
Q2 | $300K | Hold |
6,867
| – | – | 0.06% | 111 |
|
|
2019
Q1 | $296K | Hold |
6,867
| – | – | 0.06% | 110 |
|
|
2018
Q4 | $262K | Hold |
6,867
| – | – | 0.06% | 113 |
|
|
2018
Q3 | $282K | Hold |
6,867
| – | – | 0.06% | 102 |
|
|
2018
Q2 | $282K | Buy |
+6,867
| New | +$282K | 0.06% | 102 |
|