TFA
Tranquilli Financial Advisor’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,263
| Closed | -$588K | – | 101 |
|
|
2023
Q3 | $588K | Buy |
+9,263
| New | +$588K | 0.42% | 47 |
|
|
2023
Q1 | – | Sell |
-10,622
| Closed | -$641K | – | 86 |
|
|
2022
Q4 | $641K | Sell |
10,622
-787
| -7% | -$47.5K | 0.49% | 33 |
|
|
2022
Q3 | $615K | Buy |
11,409
+173
| +2% | +$9.33K | 0.49% | 20 |
|
|
2022
Q2 | $644K | Sell |
11,236
-39,243
| -78% | -$2.25M | 0.49% | 22 |
|
|
2022
Q1 | $3.21M | Buy |
50,479
+10,846
| +27% | +$691K | 2.29% | 19 |
|
|
2021
Q4 | $2.61M | Sell |
39,633
-12,930
| -25% | -$851K | 1.83% | 21 |
|
|
2021
Q3 | $3.09M | Buy |
52,563
+44,155
| +525% | +$2.6M | 2.32% | 19 |
|
|
2021
Q2 | $502K | Buy |
+8,408
| New | +$502K | 0.38% | 45 |
|