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Axxcess Wealth Management’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Axxcess Wealth Management’s Portfolio DGRS Stock Details DGRS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,334
Closed -$223K – 872
2024
Q3 		$223K Sell
4,334
-222
-5% -$11.4K 0.01% 807
2024
Q2 		$215K Buy
+4,556
New +$215K 0.01% 774