Chicago Partners Investment Group’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 | $247K | Buy |
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|
2025
Q2 | $243K | Buy |
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|
2025
Q1 | $215K | Sell |
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|
2024
Q4 | $265K | Sell |
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|
2024
Q3 | $271K | Buy |
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|
2024
Q2 | $275K | Buy |
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|
2024
Q1 | $252K | Sell |
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|
2023
Q4 | $247K | Sell |
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|
2023
Q3 | $209K | Sell |
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|
2023
Q2 | $252K | Buy |
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|
2023
Q1 | $226K | Buy |
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|
2022
Q4 | $243K | Sell |
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|
2022
Q3 | $220K | Buy |
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|
2022
Q2 | $225K | Buy |
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|
2022
Q1 | $208K | Sell |
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|
2021
Q4 | $253K | Buy |
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|
2021
Q3 | $267K | Buy |
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|
2021
Q2 | $235K | Buy |
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|
2021
Q1 | $241K | Buy |
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|
2020
Q4 | $211K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $220K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $10K | Buy |
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|
2018
Q2 | $10K | Buy |
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|
2018
Q1 | $8K | Buy |
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