SMFS
Squar Milner Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-4,439
| Closed | -$172K | – | 330 |
|
|
2020
Q1 | $172K | Hold |
4,439
| – | – | 0.1% | 182 |
|
|
2019
Q4 | $215K | Buy |
+4,439
| New | +$215K | 0.11% | 192 |
|
|
2019
Q3 | – | Sell |
-17,866
| Closed | -$780K | – | 332 |
|
|
2019
Q2 | $780K | Sell |
17,866
-14,860
| -45% | -$649K | 0.53% | 33 |
|
|
2019
Q1 | $1.41M | Buy |
32,726
+4,432
| +16% | +$191K | 1.04% | 17 |
|
|
2018
Q4 | $1.09M | Buy |
28,294
+1,080
| +4% | +$41.4K | 1.04% | 17 |
|
|
2018
Q3 | $1.21M | Sell |
27,214
-2,053
| -7% | -$91K | 1.09% | 18 |
|
|
2018
Q2 | $1.2M | Buy |
29,267
+445
| +2% | +$18.2K | 1.06% | 14 |
|
|
2018
Q1 | $1.16M | Buy |
28,822
+1,671
| +6% | +$67.4K | 1.47% | 13 |
|
|
2017
Q4 | $1.2M | Buy |
+27,151
| New | +$1.2M | 1.45% | 13 |
|