Boston Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.5M | Buy |
48,860
+383
| +0.8% | +$19.6K | 0.08% | 133 |
|
|
2024
Q3 | $2.5M | Buy |
48,477
+2,807
| +6% | +$145K | 0.07% | 133 |
|
|
2024
Q2 | $2.15M | Buy |
45,670
+1,210
| +3% | +$57K | 0.07% | 136 |
|
|
2024
Q1 | $2.21M | Buy |
44,460
+1,815
| +4% | +$90.1K | 0.07% | 136 |
|
|
2023
Q4 | $2.02M | Sell |
42,645
-3,343
| -7% | -$159K | 0.07% | 137 |
|
|
2023
Q3 | $1.89M | Sell |
45,988
-22
| -0% | -$906 | 0.07% | 136 |
|
|
2023
Q2 | $1.95M | Buy |
46,010
+382
| +0.8% | +$16.2K | 0.07% | 141 |
|
|
2023
Q1 | $1.9M | Buy |
45,628
+2,423
| +6% | +$101K | 0.07% | 142 |
|
|
2022
Q4 | $1.74M | Buy |
+43,205
| New | +$1.74M | 0.07% | 144 |
|