Carson Wealth (CWM LLC)’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.62M | Buy |
56,249
+1,625
| +3% | +$75.6K | 0.01% | 847 |
|
|
2025
Q1 | $2.54M | Buy |
54,624
+5,573
| +11% | +$259K | 0.01% | 755 |
|
|
2024
Q4 | $2.51M | Buy |
49,051
+14,122
| +40% | +$724K | 0.01% | 698 |
|
|
2024
Q3 | $1.8M | Buy |
34,929
+4,971
| +17% | +$256K | 0.01% | 749 |
|
|
2024
Q2 | $1.41M | Sell |
29,958
-38,793
| -56% | -$1.83M | 0.01% | 744 |
|
|
2024
Q1 | $3.41M | Buy |
68,751
+4,198
| +7% | +$208K | 0.02% | 498 |
|
|
2023
Q4 | $3.06M | Buy |
64,553
+46,839
| +264% | +$2.22M | 0.02% | 494 |
|
|
2023
Q3 | $730K | Buy |
17,714
+15,051
| +565% | +$620K | ﹤0.01% | 854 |
|
|
2023
Q2 | $113K | Buy |
2,663
+2,606
| +4,572% | +$111K | ﹤0.01% | 1508 |
|
|
2023
Q1 | $2K | Buy |
+57
| New | +$2K | ﹤0.01% | 3628 |
|