WealthSource Partners’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $320K | Sell |
4,558
-8
| -0.2% | -$562 | 0.02% | 403 |
|
|
2023
Q3 | $290K | Hold |
4,566
| – | – | 0.02% | 404 |
|
|
2023
Q2 | $304K | Sell |
4,566
-20
| -0.4% | -$1.33K | 0.02% | 407 |
|
|
2023
Q1 | $286K | Sell |
4,586
-805
| -15% | -$50.2K | 0.02% | 411 |
|
|
2022
Q4 | $325K | Buy |
+5,391
| New | +$325K | 0.02% | 380 |
|