Brinker Capital Investments’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
2023
Q4
Sell
-16,025
Closed -$660K 1671
2023
Q3
$660K Buy
16,025
+940
+6% +$38.7K 0.01% 1092
2023
Q2
$640K Buy
15,085
+1,925
+15% +$81.7K 0.01% 1118
2023
Q1
$547K Buy
+13,160
New +$547K 0.01% 1107