Winslow Evans & Crocker’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-865
| Closed | -$26K | – | 1102 |
|
|
2020
Q2 | $26K | Sell |
865
-1
| -0.1% | -$30 | 0.01% | 566 |
|
|
2020
Q1 | $22K | Hold |
866
| – | – | 0.01% | 557 |
|
|
2019
Q4 | $34K | Hold |
866
| – | – | 0.01% | 569 |
|
|
2019
Q3 | $32K | Hold |
866
| – | – | 0.01% | 576 |
|
|
2019
Q2 | $32K | Hold |
866
| – | – | 0.01% | 592 |
|
|
2019
Q1 | $30K | Hold |
866
| – | – | 0.01% | 587 |
|
|
2018
Q4 | $28K | Hold |
866
| – | – | 0.01% | 562 |
|
|
2018
Q3 | $34K | Buy |
866
+676
| +356% | +$26.5K | 0.01% | 551 |
|
|
2018
Q2 | $8K | Hold |
190
| – | – | ﹤0.01% | 831 |
|
|
2018
Q1 | $6.53K | Hold |
190
| – | – | ﹤0.01% | 872 |
|
|
2017
Q4 | $6.79K | Buy |
+190
| New | +$6.79K | ﹤0.01% | 881 |
|