Collaborative Wealth Management’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
Q2 | $564K | Sell |
|
|||||
|
2025
Q1 | $632K | Sell |
|
|||||
|
2024
Q4 | $742K | Sell |
|
|||||
|
2024
Q3 | $812K | Sell |
|
|||||
|
2024
Q2 | $838K | Sell |
|
|||||
|
2024
Q1 | $1.04M | Sell |
|
|||||
|
2023
Q4 | $1.27M | Sell |
|
|||||
|
2023
Q3 | $1.2M | Sell |
|
|||||
|
2023
Q2 | $1.32M | Buy |
|
|||||
|
2023
Q1 | $1.17M | Buy |
|
|||||
|
2022
Q4 | $969K | Buy |
|
|||||
|
2022
Q3 | $736K | Buy |
|
|||||
|
2022
Q2 | $754K | Buy |
|
|||||
|
2021
Q4 | $617K | Buy |
|
|||||
|
2021
Q1 | $676K | Buy |
|