Tarbox Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,768
| Closed | -$108K | – | 1184 |
|
|
2020
Q1 | $108K | Hold |
2,768
| – | – | 0.04% | 129 |
|
|
2019
Q4 | $134K | Hold |
2,768
| – | – | 0.04% | 126 |
|
|
2019
Q3 | $125K | Hold |
2,768
| – | – | 0.04% | 112 |
|
|
2019
Q2 | $121K | Hold |
2,768
| – | – | 0.04% | 116 |
|
|
2019
Q1 | $119K | Hold |
2,768
| – | – | 0.04% | 111 |
|
|
2018
Q4 | $106K | Hold |
2,768
| – | – | 0.04% | 110 |
|
|
2018
Q3 | $123K | Hold |
2,768
| – | – | 0.04% | 112 |
|
|
2018
Q2 | $114K | Sell |
2,768
-112
| -4% | -$4.61K | 0.04% | 114 |
|
|
2018
Q1 | $116K | Hold |
2,880
| – | – | 0.04% | 116 |
|
|
2017
Q4 | $119K | Buy |
+2,880
| New | +$119K | 0.05% | 114 |
|