Solano Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $817K | Sell |
10,468
-244
| -2% | -$19K | 0.45% | 20 |
|
|
2024
Q1 | $816K | Sell |
10,712
-15,294
| -59% | -$1.17M | 0.46% | 19 |
|
|
2023
Q4 | $1.83M | Buy |
26,006
+1,058
| +4% | +$74.4K | 1.1% | 15 |
|
|
2023
Q3 | $1.58M | Sell |
24,948
-104
| -0.4% | -$6.6K | 1.1% | 15 |
|
|
2023
Q2 | $1.67M | Sell |
25,052
-670
| -3% | -$44.7K | 1.14% | 13 |
|
|
2023
Q1 | $1.6M | Buy |
+25,722
| New | +$1.6M | 1.17% | 13 |
|