SWP
ShoreHaven Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-43,709
| Closed | -$2.5M | – | 71 |
|
|
2022
Q2 | $2.5M | Sell |
43,709
-10,492
| -19% | -$601K | 1.8% | 13 |
|
|
2022
Q1 | $3.45M | Sell |
54,201
-64
| -0.1% | -$4.07K | 1.82% | 20 |
|
|
2021
Q4 | $3.57M | Sell |
54,265
-51
| -0.1% | -$3.36K | 1.77% | 19 |
|
|
2021
Q3 | $3.2M | Sell |
54,316
-873
| -2% | -$51.4K | 1.66% | 19 |
|
|
2021
Q2 | $3.29M | Buy |
55,189
+457
| +0.8% | +$27.3K | 1.77% | 20 |
|
|
2021
Q1 | $3.13M | Buy |
54,732
+1,335
| +3% | +$76.3K | 1.7% | 22 |
|
|
2020
Q4 | $2.88M | Buy |
+53,397
| New | +$2.88M | 1.61% | 23 |
|