Well Done LLC’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-10,477
| Closed | -$314K | – | 175 |
|
|
2021
Q2 | $314K | Hold |
10,477
| – | – | 0.07% | 134 |
|
|
2021
Q1 | $311K | Sell |
10,477
-2,115
| -17% | -$62.8K | 0.07% | 130 |
|
|
2020
Q4 | $357K | Hold |
12,592
| – | – | 0.09% | 109 |
|
|
2020
Q3 | $305K | Buy |
12,592
+2,087
| +20% | +$50.6K | 0.09% | 106 |
|
|
2020
Q2 | $239K | Buy |
+10,505
| New | +$239K | 0.07% | 131 |
|
|
2020
Q1 | – | Sell |
-7,790
| Closed | -$204K | – | 138 |
|
|
2019
Q4 | $204K | Buy |
+7,790
| New | +$204K | 0.05% | 150 |
|
|
2019
Q1 | – | Sell |
-9,360
| Closed | -$208K | – | 266 |
|
|
2018
Q4 | $208K | Sell |
9,360
-6,792
| -42% | -$151K | 0.06% | 133 |
|
|
2018
Q3 | $387K | Buy |
16,152
+256
| +2% | +$6.13K | 0.11% | 93 |
|
|
2018
Q2 | $395K | Buy |
15,896
+945
| +6% | +$23.5K | 0.12% | 90 |
|
|
2018
Q1 | $404K | Buy |
14,951
+717
| +5% | +$19.4K | 0.13% | 80 |
|
|
2017
Q4 | $388K | Sell |
14,234
-22
| -0.2% | -$600 | 0.13% | 83 |
|
|
2017
Q3 | $365K | Buy |
14,256
+1,176
| +9% | +$30.1K | 0.11% | 95 |
|
|
2017
Q2 | $314K | Buy |
+13,080
| New | +$314K | 0.11% | 83 |
|