SWM
Strategic Wealth Management’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 |
-102,466
| Closed | -$3.99M | – | 57 |
|
|
2020
Q1 | $3.99M | Sell |
102,466
-14,885
| -13% | -$579K | 5.28% | 5 |
|
|
2019
Q4 | $5.69M | Buy |
117,351
+54,152
| +86% | +$2.62M | 5.4% | 5 |
|
|
2019
Q3 | $2.85M | Sell |
63,199
-1,994
| -3% | -$89.9K | 2.7% | 16 |
|
|
2019
Q2 | $2.85M | Buy |
+65,193
| New | +$2.85M | 2.21% | 20 |
|