Cadence Bank’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Hold |
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|
2025
Q1 | $215K | Sell |
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|
2024
Q4 | $332K | Sell |
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|
2024
Q3 | $349K | Sell |
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|
2024
Q2 | $323K | Sell |
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|
2024
Q1 | $349K | Hold |
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|
2023
Q4 | $334K | Sell |
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|
2023
Q3 | $291K | Sell |
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|
2023
Q2 | $302K | Sell |
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|
2023
Q1 | $296K | Hold |
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|
2022
Q4 | $286K | Hold |
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|
2022
Q3 | $256K | Buy |
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