Bank of Montreal’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
Q2 | $154K | Hold |
3,300
| – | – | ﹤0.01% | 2595 |
|
2025
Q1 | $153K | Hold |
3,300
| – | – | ﹤0.01% | 2541 |
|
2024
Q4 | $169K | Hold |
3,300
| – | – | ﹤0.01% | 2515 |
|
2024
Q3 | $170K | Hold |
3,300
| – | – | ﹤0.01% | 2778 |
|
2024
Q2 | $163K | Buy |
+3,300
| New | +$163K | ﹤0.01% | 2799 |
|
2014
Q4 | – | Sell |
-1,062
| Closed | -$29K | – | 3618 |
|
2014
Q3 | $29K | Buy |
+1,062
| New | +$29K | ﹤0.01% | 2890 |
|