TrustCore Financial Services’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 |
-1,360
| Closed | -$53K | – | 873 |
|
|
2020
Q1 | $53K | Hold |
1,360
| – | – | 0.01% | 344 |
|
|
2019
Q4 | $66K | Sell |
1,360
-70
| -5% | -$3.4K | 0.01% | 329 |
|
|
2019
Q3 | $64K | Hold |
1,430
| – | – | 0.01% | 321 |
|
|
2019
Q2 | $62K | Hold |
1,430
| – | – | 0.01% | 320 |
|
|
2019
Q1 | $62K | Hold |
1,430
| – | – | 0.02% | 268 |
|
|
2018
Q4 | $55K | Buy |
+1,430
| New | +$55K | 0.03% | 136 |
|