Brooks Moore & Associates’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 | $721K | Sell |
15,171
-6,240
| -29% | -$296K | 0.39% | 62 |
|
|
2025
Q1 | $996K | Sell |
21,411
-11,750
| -35% | -$546K | 0.56% | 49 |
|
|
2024
Q4 | $1.7M | Buy |
33,161
+15,125
| +84% | +$775K | 1% | 34 |
|
|
2024
Q3 | $929K | Buy |
18,036
+9,588
| +113% | +$494K | 0.55% | 51 |
|
|
2024
Q2 | $398K | Sell |
8,448
-1,000
| -11% | -$47.1K | 0.26% | 67 |
|
|
2024
Q1 | $469K | Buy |
9,448
+3,660
| +63% | +$182K | 0.3% | 65 |
|
|
2023
Q4 | $275K | Buy |
+5,788
| New | +$275K | 0.19% | 75 |
|