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DGRW icon

Shepherd Financial Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Shepherd Financial Partners’s Portfolio DGRW Stock Details DGRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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% -$18K 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

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