AE 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.8K | Sell |
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|
2025
Q1 | $184K | Buy |
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|
2024
Q4 | $34.7K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $215K | Sell |
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|
2022
Q3 | $206K | Sell |
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|
2022
Q2 | $1.52M | Buy |
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|
2022
Q1 | $693K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.09M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $254K | Sell |
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|
2020
Q1 | $215K | Buy |
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|
2019
Q4 | $282K | Buy |
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|
2019
Q3 | $216K | Buy |
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