CoreCap Advisors’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 | $17.7K | Hold |
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|
2025
Q2 | $16.5K | Hold |
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2025
Q1 | $16.5K | Hold |
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|
2024
Q4 | $18.1K | Hold |
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|
2024
Q3 | $18.2K | Hold |
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|
2024
Q2 | $16.7K | Sell |
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|
2024
Q1 | $17.8K | Buy |
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|
2022
Q4 | $56.6K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $143K | Sell |
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|
2022
Q1 | $202K | Sell |
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|
2021
Q4 | $218K | Buy |
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