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Concurrent Investment Advisors’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Concurrent Investment Advisors’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 		$225K Sell
4,839
-2,811
-37% -$131K ﹤0.01% 1202
2025
Q1 		$356K Buy
+7,650
New +$356K 0.01% 842