V 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
Q3 | – | Sell |
-6,027
| Closed | -$402K | – | 170 |
|
|
2023
Q2 | $402K | Buy |
6,027
+735
| +14% | +$49K | 0.07% | 227 |
|
|
2023
Q1 | $330K | Buy |
5,292
+4
| +0.1% | +$249 | 0.06% | 270 |
|
|
2022
Q4 | $319K | Buy |
5,288
+6
| +0.1% | +$362 | 0.07% | 266 |
|
|
2022
Q3 | $285K | Sell |
5,282
-19
| -0.4% | -$1.03K | 0.06% | 292 |
|
|
2022
Q2 | $304K | Sell |
5,301
-1,264
| -19% | -$72.5K | 0.06% | 306 |
|
|
2022
Q1 | $418K | Buy |
6,565
+754
| +13% | +$48K | 0.07% | 278 |
|
|
2021
Q4 | $383K | Buy |
5,811
+942
| +19% | +$62.1K | 0.06% | 314 |
|
|
2021
Q3 | $286K | Buy |
+4,869
| New | +$286K | 0.04% | 362 |
|