Smart Portfolios LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-24,744
| Closed | -$1.48M | – | 51 |
|
|
2021
Q2 | $1.48M | Sell |
24,744
-531
| -2% | -$31.7K | 1.13% | 23 |
|
|
2021
Q1 | $1.45M | Sell |
25,275
-17,439
| -41% | -$997K | 1.24% | 17 |
|
|
2020
Q4 | $2.31M | Sell |
42,714
-741
| -2% | -$40K | 2.16% | 15 |
|
|
2020
Q3 | $2.15M | Sell |
43,455
-755
| -2% | -$37.4K | 2.44% | 15 |
|
|
2020
Q2 | $2.15M | Sell |
44,210
-101,542
| -70% | -$4.95M | 2.4% | 15 |
|
|
2020
Q1 | $5.67M | Sell |
145,752
-22,998
| -14% | -$895K | 8.14% | 4 |
|
|
2019
Q4 | $8.18M | Sell |
168,750
-9,819
| -5% | -$476K | 7.37% | 4 |
|
|
2019
Q3 | $8.39M | Buy |
178,569
+87,566
| +96% | +$4.12M | 7.44% | 4 |
|
|
2019
Q2 | $3.97M | Buy |
+91,003
| New | +$3.97M | 3.61% | 12 |
|