Arkadios Wealth Advisors’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
Q4 | $347K | Sell |
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|
2025
Q3 | $361K | Buy |
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|
2025
Q2 | $287K | Buy |
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|
2025
Q1 | $273K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $28K | Buy |
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|
2021
Q2 | $29K | Buy |
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|
2021
Q1 | $29K | Buy |
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|
2020
Q4 | $24K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $10.4K | Buy |
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|
2019
Q4 | $15.4K | Buy |
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