U.S. Capital Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,725
| Closed | -$237K | – | 672 |
|
|
2023
Q3 | $237K | Sell |
3,725
-298
| -7% | -$18.9K | 0.01% | 561 |
|
|
2023
Q2 | $268K | Buy |
4,023
+1
| +0% | +$67 | 0.01% | 560 |
|
|
2023
Q1 | $251K | Sell |
4,022
-216
| -5% | -$13.5K | 0.01% | 570 |
|
|
2022
Q4 | $256K | Buy |
4,238
+212
| +5% | +$12.8K | 0.01% | 562 |
|
|
2022
Q3 | $217K | Sell |
4,026
-55
| -1% | -$2.96K | 0.01% | 576 |
|
|
2022
Q2 | $234K | Hold |
4,081
| – | – | 0.01% | 598 |
|
|
2022
Q1 | $260K | Sell |
4,081
-505
| -11% | -$32.2K | 0.01% | 629 |
|
|
2021
Q4 | $302K | Sell |
4,586
-1,511
| -25% | -$99.5K | 0.01% | 593 |
|
|
2021
Q3 | $359K | Buy |
+6,097
| New | +$359K | 0.02% | 574 |
|