9258 Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $302K | Hold |
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|
2024
Q1 | $318K | Hold |
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|
2023
Q4 | $304K | Hold |
|
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|
2023
Q3 | $264K | Hold |
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|
2023
Q2 | $272K | Hold |
|
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|
2023
Q1 | $266K | Hold |
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|
2022
Q4 | $257K | Hold |
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|
2022
Q3 | $230K | Hold |
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|
2022
Q2 | $254K | Hold |
|
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|
2022
Q1 | $286K | Hold |
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|
2021
Q4 | $305K | Hold |
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|
2021
Q3 | $284K | Hold |
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|
2021
Q2 | $297K | Hold |
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|
2021
Q1 | $295K | Hold |
|
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|
2020
Q4 | $253K | Hold |
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|
2020
Q3 | $203K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $241K | Buy |
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