C
Certuity’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 | $2.13M | Sell |
45,658
-21,407
| -32% | -$997K | 0.2% | 81 |
|
|
2025
Q1 | $3.12M | Sell |
67,065
-3,187
| -5% | -$148K | 0.33% | 58 |
|
|
2024
Q4 | $3.6M | Buy |
70,252
+30,314
| +76% | +$1.55M | 0.39% | 49 |
|
|
2024
Q3 | $2.06M | Buy |
39,938
+14,245
| +55% | +$734K | 0.22% | 86 |
|
|
2024
Q2 | $1.21M | Sell |
25,693
-2,895
| -10% | -$136K | 0.1% | 113 |
|
|
2024
Q1 | $1.42M | Sell |
28,588
-28
| -0.1% | -$1.39K | 0.12% | 85 |
|
|
2023
Q4 | $1.36M | Sell |
28,616
-7,190
| -20% | -$341K | 0.14% | 86 |
|
|
2023
Q3 | $1.47M | Sell |
35,806
-5,071
| -12% | -$209K | 0.17% | 65 |
|
|
2023
Q2 | $1.73M | Sell |
40,877
-6,734
| -14% | -$286K | 0.2% | 66 |
|
|
2023
Q1 | $1.98M | Buy |
47,611
+2,994
| +7% | +$124K | 0.29% | 49 |
|
|
2022
Q4 | $1.79M | Sell |
44,617
-5,805
| -12% | -$233K | 0.28% | 51 |
|
|
2022
Q3 | $1.81M | Sell |
50,422
-228
| -0.5% | -$8.2K | 0.42% | 35 |
|
|
2022
Q2 | $2.01M | Buy |
+50,650
| New | +$2.01M | 0.52% | 34 |
|