Capital Management’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 | $419K | Hold |
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2025
Q1 | $419K | Hold |
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2024
Q4 | $461K | Hold |
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2024
Q3 | $464K | Hold |
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2024
Q2 | $424K | Hold |
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2024
Q1 | $447K | Hold |
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2023
Q4 | $427K | Hold |
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2023
Q3 | $371K | Hold |
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2023
Q2 | $382K | Hold |
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2023
Q1 | $374K | Hold |
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2022
Q4 | $362K | Hold |
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2022
Q3 | $324K | Hold |
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2022
Q2 | $357K | Hold |
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2022
Q1 | $402K | Hold |
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2021
Q4 | $428K | Hold |
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2021
Q3 | $399K | Hold |
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2021
Q2 | $418K | Hold |
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2021
Q1 | $414K | Hold |
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2020
Q4 | $356K | Hold |
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2020
Q3 | $276K | Hold |
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2020
Q2 | $270K | Sell |
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2020
Q1 | $271K | Sell |
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2019
Q4 | $1.05M | Buy |
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2019
Q3 | $384K | Hold |
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2019
Q2 | $384K | Hold |
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2019
Q1 | $375K | Sell |
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2018
Q4 | $355K | Buy |
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2018
Q3 | $262K | Sell |
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2018
Q2 | $281K | Buy |
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2018
Q1 | $249K | Sell |
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2017
Q4 | $277K | Sell |
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2017
Q3 | $285K | Buy |
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2017
Q2 | $251K | Buy |
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2017
Q1 | $230K | Sell |
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2016
Q4 | $365K | Buy |
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2016
Q3 | $327K | Hold |
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2016
Q2 | $304K | Buy |
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2016
Q1 | $287K | Buy |
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