Signature Estate & Investment 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
Q4 | – | Sell |
-2,521
| Closed | -$112K | – | 178 |
|
|
2018
Q3 | $112K | Sell |
2,521
-253
| -9% | -$11.2K | 0.01% | 143 |
|
|
2018
Q2 | $114K | Sell |
2,774
-45,267
| -94% | -$1.86M | 0.01% | 150 |
|
|
2018
Q1 | $1.94M | Sell |
48,041
-8,835
| -16% | -$357K | 0.2% | 63 |
|
|
2017
Q4 | $2.36M | Buy |
56,876
+33
| +0.1% | +$1.37K | 0.24% | 59 |
|
|
2017
Q3 | $2.17M | Buy |
56,843
+2,017
| +4% | +$77K | 0.24% | 57 |
|
|
2017
Q2 | $2.02M | Sell |
54,826
-2,815
| -5% | -$104K | 0.24% | 53 |
|
|
2017
Q1 | $2.05M | Buy |
57,641
+7,547
| +15% | +$268K | 0.26% | 53 |
|
|
2016
Q4 | $1.67M | Buy |
50,094
+7,654
| +18% | +$255K | 0.23% | 55 |
|
|
2016
Q3 | $1.37M | Buy |
42,440
+7,294
| +21% | +$235K | 0.2% | 57 |
|
|
2016
Q2 | $1.11M | Buy |
35,146
+9,594
| +38% | +$303K | 0.18% | 59 |
|
|
2016
Q1 | $799K | Buy |
25,552
+4,100
| +19% | +$128K | 0.13% | 76 |
|
|
2015
Q4 | $651K | Buy |
21,452
+10,645
| +99% | +$323K | 0.11% | 82 |
|
|
2015
Q3 | $309K | Buy |
10,807
+7,311
| +209% | +$209K | 0.06% | 83 |
|
|
2015
Q2 | $108K | Buy |
+3,496
| New | +$108K | 0.02% | 88 |
|