Tucker Asset Management’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $201K | Hold |
2,481
| – | – | 0.02% | 140 |
|
2024
Q3 | $206K | Hold |
2,481
| – | – | 0.05% | 140 |
|
2024
Q2 | $194K | Sell |
2,481
-640
| -21% | -$50K | 0.04% | 168 |
|
2024
Q1 | $238K | Buy |
3,121
+3,015
| +2,844% | +$230K | 0.05% | 155 |
|
2023
Q4 | $7.45K | Hold |
106
| – | – | ﹤0.01% | 779 |
|
2023
Q3 | $6.73K | Buy |
+106
| New | +$6.73K | ﹤0.01% | 759 |
|