Valeo Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-46
| Closed | -$3K | – | 754 |
|
|
2021
Q1 | $3K | Buy |
+46
| New | +$3K | ﹤0.01% | 1601 |
|
|
2019
Q4 | – | Sell |
-67
| Closed | -$3K | – | 1634 |
|
|
2019
Q3 | $3K | Buy |
+67
| New | +$3K | ﹤0.01% | 1299 |
|
|
2018
Q1 | – | Sell |
-104
| Closed | -$4K | – | 1557 |
|
|
2017
Q4 | $4K | Buy |
+104
| New | +$4K | ﹤0.01% | 1059 |
|