Coppell Advisory Solutions’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
Q1
Sell
-400
Closed -$20.4K 700
2024
Q4
$20.4K Buy
400
+100
+33% +$5.1K ﹤0.01% 885
2024
Q3
$14.8K Buy
+300
New +$14.8K ﹤0.01% 969