CoreCap Advisors’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.5K | Hold |
354
| – | – | ﹤0.01% | 1677 |
|
|
2025
Q1 | $16.5K | Hold |
354
| – | – | ﹤0.01% | 1622 |
|
|
2024
Q4 | $18.1K | Hold |
354
| – | – | ﹤0.01% | 1571 |
|
|
2024
Q3 | $18.2K | Hold |
354
| – | – | ﹤0.01% | 1599 |
|
|
2024
Q2 | $16.7K | Sell |
354
-5
| -1% | -$236 | ﹤0.01% | 954 |
|
|
2024
Q1 | $17.8K | Buy |
+359
| New | +$17.8K | ﹤0.01% | 1537 |
|
|
2022
Q4 | $56.6K | Buy |
+1,408
| New | +$56.6K | ﹤0.01% | 947 |
|
|
2022
Q3 | – | Sell |
-3,614
| Closed | -$143K | – | 894 |
|
|
2022
Q2 | $143K | Sell |
3,614
-921
| -20% | -$36.4K | 0.01% | 592 |
|
|
2022
Q1 | $202K | Sell |
4,535
-46
| -1% | -$2.05K | 0.01% | 510 |
|
|
2021
Q4 | $218K | Buy |
+4,581
| New | +$218K | 0.01% | 515 |
|