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Transamerica Financial Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Transamerica Financial Advisors’s Portfolio DGRW Stock Details DGRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-11,090
Closed -$347K – 461
2016
Q1 		$347K Buy
11,090
+2,032
+22% +$59.7K 0.03% 256
2015
Q4 		$275K Sell
9,058
-3,106
-26% -$95.2K 0.02% 283
2015
Q3 		$349K Buy
12,164
+637
+6% +$19.2K 0.03% 249
2015
Q2 		$358K Buy
11,527
+3,131
+37% +$99.2K 0.03% 266
2015
Q1 		$263K Buy
+8,396
New +$262K 0.02% 304

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CCA
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GFG
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RVPG
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JWM
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VWM
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