Covestor’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
Q2 | $2K | Hold |
44
| – | – | ﹤0.01% | 1835 |
|
|
2025
Q1 | $2K | Sell |
44
-11
| -20% | -$500 | ﹤0.01% | 1828 |
|
|
2024
Q4 | $3K | Buy |
55
+9
| +20% | +$491 | ﹤0.01% | 1792 |
|
|
2024
Q3 | $2K | Sell |
46
-7
| -13% | -$304 | ﹤0.01% | 1800 |
|
|
2024
Q2 | $3K | Sell |
53
-1
| -2% | -$57 | ﹤0.01% | 1800 |
|
|
2024
Q1 | $3K | Hold |
54
| – | – | ﹤0.01% | 1805 |
|
|
2023
Q4 | $3K | Buy |
54
+1
| +2% | +$56 | ﹤0.01% | 1793 |
|
|
2023
Q3 | $2K | Sell |
53
-13
| -20% | -$491 | ﹤0.01% | 1800 |
|
|
2023
Q2 | $3K | Buy |
66
+2
| +3% | +$91 | ﹤0.01% | 1752 |
|
|
2023
Q1 | $3K | Sell |
64
-10
| -14% | -$469 | ﹤0.01% | 1662 |
|
|
2022
Q4 | $3K | Sell |
74
-3
| -4% | -$122 | ﹤0.01% | 1684 |
|
|
2022
Q3 | $3K | Sell |
77
-141
| -65% | -$5.49K | ﹤0.01% | 1607 |
|
|
2022
Q2 | $9K | Sell |
218
-71
| -25% | -$2.93K | 0.01% | 1239 |
|
|
2022
Q1 | $13K | Buy |
289
+3
| +1% | +$135 | 0.01% | 1209 |
|
|
2021
Q4 | $14K | Buy |
+286
| New | +$14K | 0.02% | 935 |
|