Cetera Investment Advisers’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $728K | Sell |
15,636
-1,239
| -7% | -$57.7K | ﹤0.01% | 2672 |
|
2025
Q1 | $785K | Buy |
16,875
+527
| +3% | +$24.5K | ﹤0.01% | 2463 |
|
2024
Q4 | $838K | Buy |
16,348
+2,945
| +22% | +$151K | ﹤0.01% | 2284 |
|
2024
Q3 | $691K | Sell |
13,403
-217
| -2% | -$11.2K | ﹤0.01% | 2388 |
|
2024
Q2 | $642K | Sell |
13,620
-2,676
| -16% | -$126K | ﹤0.01% | 2403 |
|
2024
Q1 | $809K | Buy |
+16,296
| New | +$809K | ﹤0.01% | 2242 |
|