Cetera Advisors’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $416K | Sell |
8,379
-5,648
| -40% | -$280K | ﹤0.01% | 1723 |
|
|
2023
Q4 | $665K | Buy |
+14,027
| New | +$665K | 0.01% | 970 |
|
|
2021
Q4 | – | Sell |
-5,484
| Closed | -$243K | – | 1452 |
|
|
2021
Q3 | $243K | Sell |
5,484
-1,611
| -23% | -$71.4K | ﹤0.01% | 1214 |
|
|
2021
Q2 | $330K | Buy |
7,095
+291
| +4% | +$13.5K | 0.01% | 1007 |
|
|
2021
Q1 | $313K | Buy |
+6,804
| New | +$313K | 0.01% | 930 |
|