Altrius Capital Management’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
2023
Q1
Sell
-5,082
Closed -$204K 88
2022
Q4
$204K Sell
5,082
-1,164
-19% -$46.8K 0.06% 93
2022
Q3
$224K Sell
6,246
-642
-9% -$23K 0.09% 86
2022
Q2
$273K Buy
+6,888
New +$273K 0.09% 83