CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

CAPTRUST Financial Advisors’s Portfolio DGRS Stock Details DGRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.38M Buy
51,048
+665
+1% +$31K 0.01% 899
2025
Q1 		$2.34M Buy
+50,383
New +$2.34M 0.01% 842