Wallace Advisory Group’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
Q2 | – | Sell |
-3,452
| Closed | -$243K | – | 183 |
|
|
2024
Q1 | $243K | Sell |
3,452
-19
| -0.5% | -$1.34K | 0.18% | 139 |
|
|
2023
Q4 | $220K | Sell |
3,471
-4
| -0.1% | -$254 | 0.17% | 145 |
|
|
2023
Q3 | $232K | Sell |
3,475
-98
| -3% | -$6.53K | 0.17% | 150 |
|
|
2023
Q2 | $223K | Hold |
3,573
| – | – | 0.17% | 146 |
|
|
2023
Q1 | $223K | Buy |
3,573
+18
| +0.5% | +$1.12K | 0.17% | 146 |
|
|
2022
Q4 | $215K | Buy |
+3,555
| New | +$215K | 0.17% | 140 |
|