UBS Group’s WisdomTree U.S. Growth & Momentum Fund WGRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,661
| Closed | -$34.6K | – | 9145 |
|
|
2023
Q3 | $34.6K | Buy |
1,661
+1,633
| +5,832% | +$34K | ﹤0.01% | 5388 |
|
|
2023
Q2 | $619 | Buy |
+28
| New | +$619 | ﹤0.01% | 7078 |
|
|
2023
Q1 | – | Sell |
-1,393
| Closed | -$27.8K | – | 9600 |
|
|
2022
Q4 | $27.8K | Buy |
1,393
+304
| +28% | +$6.06K | ﹤0.01% | 6149 |
|
|
2022
Q3 | $20K | Sell |
1,089
-2
| -0.2% | -$37 | ﹤0.01% | 6340 |
|
|
2022
Q2 | $20K | Buy |
+1,091
| New | +$20K | ﹤0.01% | 5865 |
|
|
2022
Q1 | – | Sell |
-375
| Closed | -$10K | – | 9891 |
|
|
2021
Q4 | $10K | Sell |
375
-2,087
| -85% | -$55.7K | ﹤0.01% | 7702 |
|
|
2021
Q3 | $63K | Buy |
+2,462
| New | +$63K | ﹤0.01% | 5062 |
|