West Paces 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 |
-1,500
| Closed | -$85.8K | – | 620 |
|
|
2021
Q1 | $85.8K | Hold |
1,500
| – | – | 0.03% | 151 |
|
|
2020
Q4 | $80.9K | Hold |
1,500
| – | – | 0.04% | 151 |
|
|
2020
Q3 | $74.4K | Sell |
1,500
-1,050
| -41% | -$52K | 0.04% | 148 |
|
|
2020
Q2 | $116K | Hold |
2,550
| – | – | 0.06% | 125 |
|
|
2020
Q1 | $99.2K | Buy |
+2,550
| New | +$99.2K | 0.06% | 130 |
|