ARC
Advisor Resource Council’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $839K | Sell |
18,025
-787
| -4% | -$36.6K | 0.33% | 46 |
|
|
2025
Q1 | $37.4K | Buy |
+18,812
| New | +$37.4K | ﹤0.01% | 573 |
|
|
2024
Q4 | – | Sell |
-17,177
| Closed | -$885K | – | 112 |
|
|
2024
Q3 | $885K | Buy |
17,177
+4,897
| +40% | +$252K | 0.4% | 57 |
|
|
2024
Q2 | $579 | Buy |
12,280
+3,489
| +40% | +$165 | ﹤0.01% | 51 |
|
|
2024
Q1 | $417K | Buy |
+8,791
| New | +$417K | 0.18% | 135 |
|
|
2023
Q4 | – | Sell |
-8,665
| Closed | -$357K | – | 488 |
|
|
2023
Q3 | $357K | Buy |
8,665
+1,524
| +21% | +$62.8K | 0.18% | 92 |
|
|
2023
Q2 | $303K | Buy |
7,141
+47
| +0.7% | +$1.99K | 0.14% | 109 |
|
|
2023
Q1 | $294K | Buy |
+7,094
| New | +$294K | 0.07% | 199 |
|