YorkBridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-160
| Closed | -$7K | – | 283 |
|
|
2019
Q2 | $7K | Hold |
160
| – | – | ﹤0.01% | 621 |
|
|
2019
Q1 | $7K | Hold |
160
| – | – | ﹤0.01% | 625 |
|
|
2018
Q4 | $6K | Hold |
160
| – | – | ﹤0.01% | 613 |
|
|
2018
Q3 | $7K | Hold |
160
| – | – | ﹤0.01% | 628 |
|
|
2018
Q2 | $7K | Hold |
160
| – | – | ﹤0.01% | 655 |
|
|
2018
Q1 | $7K | Hold |
160
| – | – | ﹤0.01% | 652 |
|
|
2017
Q4 | $7K | Hold |
160
| – | – | ﹤0.01% | 664 |
|
|
2017
Q3 | $6K | Hold |
160
| – | – | ﹤0.01% | 689 |
|
|
2017
Q2 | $6K | Hold |
160
| – | – | ﹤0.01% | 687 |
|
|
2017
Q1 | $6K | Hold |
160
| – | – | ﹤0.01% | 666 |
|
|
2016
Q4 | $5K | Buy |
+160
| New | +$5K | ﹤0.01% | 675 |
|