Avantax Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,240
| Closed | -$217K | – | 2248 |
|
|
2024
Q4 | $217K | Buy |
4,240
+3
| +0.1% | +$154 | ﹤0.01% | 2001 |
|
|
2024
Q3 | $218K | Sell |
4,237
-713
| -14% | -$36.7K | ﹤0.01% | 1959 |
|
|
2024
Q2 | $233K | Buy |
4,950
+718
| +17% | +$33.8K | ﹤0.01% | 1863 |
|
|
2024
Q1 | $210K | Buy |
+4,232
| New | +$210K | ﹤0.01% | 1516 |
|
|
2020
Q1 | – | Sell |
-64,085
| Closed | -$2.42M | – | 817 |
|
|
2019
Q4 | $2.42M | Buy |
64,085
+74
| +0.1% | +$2.79K | 0.06% | 186 |
|
|
2019
Q3 | $2.27M | Buy |
+64,011
| New | +$2.27M | 0.09% | 117 |
|