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Columbia Advisory Partners’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Columbia Advisory Partners’s Portfolio DGRS Stock Details DGRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.62M Buy
77,703
+19,811
+34% +$922K 2.74% 8
2025
Q1 		$2.69M Buy
57,892
+9,353
+19% +$435K 2.33% 10
2024
Q4 		$2.49M Buy
+48,539
New +$2.49M 2.31% 9