Sowell Financial Services’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
Q2 | – | Sell |
-884
| Closed | -$53K | – | 1051 |
|
|
2021
Q1 | $53K | Sell |
884
-43
| -5% | -$2.58K | ﹤0.01% | 1628 |
|
|
2020
Q4 | $50K | Buy |
927
+2
| +0.2% | +$108 | ﹤0.01% | 1399 |
|
|
2020
Q3 | $46K | Buy |
925
+1
| +0.1% | +$50 | ﹤0.01% | 1243 |
|
|
2020
Q2 | $42K | Sell |
924
-168
| -15% | -$7.64K | ﹤0.01% | 1209 |
|
|
2020
Q1 | $43K | Buy |
1,092
+20
| +2% | +$788 | ﹤0.01% | 1105 |
|
|
2019
Q4 | $52K | Sell |
1,072
-26
| -2% | -$1.26K | ﹤0.01% | 1140 |
|
|
2019
Q3 | $49K | Buy |
+1,098
| New | +$49K | ﹤0.01% | 1003 |
|