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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-4,816
| Closed | -$171K | – | 282 |
|
|
2019
Q2 | $171K | Sell |
4,816
-750
| -13% | -$26.6K | 0.08% | 188 |
|
|
2019
Q1 | $193K | Hold |
5,566
| – | – | 0.09% | 165 |
|
|
2018
Q4 | $173K | Sell |
5,566
-700
| -11% | -$21.8K | 0.09% | 161 |
|
|
2018
Q3 | $233K | Buy |
6,266
+300
| +5% | +$11.2K | 0.11% | 155 |
|
|
2018
Q2 | $219K | Hold |
5,966
| – | – | 0.1% | 167 |
|
|
2018
Q1 | $206K | Sell |
5,966
-1,545
| -21% | -$53.3K | 0.09% | 174 |
|
|
2017
Q4 | $254K | Sell |
7,511
-3,152
| -30% | -$107K | 0.12% | 157 |
|
|
2017
Q3 | $368K | Buy |
10,663
+1,200
| +13% | +$41.4K | 0.19% | 111 |
|
|
2017
Q2 | $317K | Buy |
9,463
+110
| +1% | +$3.69K | 0.17% | 123 |
|
|
2017
Q1 | $315K | Buy |
+9,353
| New | +$315K | 0.16% | 123 |
|