Carson Wealth (CWM LLC)’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
Q3 | $2.78M | Sell |
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|
2025
Q2 | $2.62M | Buy |
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|
2025
Q1 | $2.54M | Buy |
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|
2024
Q4 | $2.51M | Buy |
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|
2024
Q3 | $1.8M | Buy |
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|
2024
Q2 | $1.41M | Sell |
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|
2024
Q1 | $3.41M | Buy |
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|
2023
Q4 | $3.06M | Buy |
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|
2023
Q3 | $730K | Buy |
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|
2023
Q2 | $113K | Buy |
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|
2023
Q1 | $2K | Buy |
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