Simplicity Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11,378
| Closed | -$758K | – | 1017 |
|
|
2023
Q2 | $758K | Buy |
+11,378
| New | +$758K | 0.02% | 542 |
|
|
2021
Q1 | – | Sell |
-5,596
| Closed | -$302K | – | 575 |
|
|
2020
Q4 | $302K | Sell |
5,596
-9,854
| -64% | -$532K | ﹤0.01% | 776 |
|
|
2020
Q3 | $766K | Sell |
15,450
-8,967
| -37% | -$445K | 0.01% | 550 |
|
|
2020
Q2 | $1.11M | Sell |
24,417
-86,763
| -78% | -$3.95M | 0.02% | 444 |
|
|
2020
Q1 | $4.33M | Buy |
111,180
+83,540
| +302% | +$3.25M | 0.13% | 136 |
|
|
2019
Q4 | $1.34M | Buy |
27,640
+4,449
| +19% | +$216K | 0.04% | 322 |
|
|
2019
Q3 | $1.05M | Buy |
23,191
+3,064
| +15% | +$138K | 0.04% | 289 |
|
|
2019
Q2 | $879K | Buy |
20,127
+11,782
| +141% | +$515K | 0.04% | 282 |
|
|
2019
Q1 | $359K | Buy |
+8,345
| New | +$359K | 0.02% | 477 |
|