YorkBridge Wealth Partners’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
2019
Q2
$171K Sell
2019
Q1
$193K Hold
2018
Q4
$173K Sell
2018
Q3
$233K Buy
2018
Q2
$219K Hold
2018
Q1
$206K Sell
2017
Q4
$254K Sell
2017
Q3
$368K Buy
2017
Q2
$317K Buy
2017
Q1
$315K Buy