Arkadios Wealth Advisors’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 | $287K | Buy |
6,175
+300
| +5% | +$14K | 0.01% | 1049 |
|
|
2025
Q1 | $273K | Buy |
+5,875
| New | +$273K | 0.01% | 937 |
|
|
2021
Q4 | – | Sell |
-637
| Closed | -$28K | – | 846 |
|
|
2021
Q3 | $28K | Buy |
637
+4
| +0.6% | +$176 | ﹤0.01% | 1086 |
|
|
2021
Q2 | $29K | Buy |
633
+3
| +0.5% | +$137 | ﹤0.01% | 1131 |
|
|
2021
Q1 | $29K | Buy |
630
+4
| +0.6% | +$184 | ﹤0.01% | 854 |
|
|
2020
Q4 | $24K | Buy |
+626
| New | +$24K | 0.01% | 700 |
|
|
2020
Q2 | – | Sell |
-413
| Closed | -$10.4K | – | 987 |
|
|
2020
Q1 | $10.4K | Buy |
413
+1
| +0.2% | +$25 | 0.01% | 629 |
|
|
2019
Q4 | $15.4K | Buy |
+412
| New | +$15.4K | 0.01% | 510 |
|