Transamerica Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-11,090
| Closed | -$347K | – | 461 |
|
|
2016
Q1 | $347K | Buy |
11,090
+2,032
| +22% | +$63.6K | 0.03% | 256 |
|
|
2015
Q4 | $275K | Sell |
9,058
-3,106
| -26% | -$94.3K | 0.02% | 283 |
|
|
2015
Q3 | $349K | Buy |
12,164
+637
| +6% | +$18.3K | 0.03% | 249 |
|
|
2015
Q2 | $358K | Buy |
11,527
+3,131
| +37% | +$97.2K | 0.03% | 266 |
|
|
2015
Q1 | $263K | Buy |
+8,396
| New | +$263K | 0.02% | 304 |
|