Creative Financial Designs’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 | $80.7K | Sell |
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|
2025
Q2 | $91.1K | Sell |
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|
2025
Q1 | $98.5K | Sell |
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|
2024
Q4 | $145K | Sell |
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|
2024
Q3 | $146K | Sell |
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|
2024
Q2 | $213K | Buy |
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|
2024
Q1 | $214K | Buy |
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|
2023
Q4 | $116K | Buy |
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|
2023
Q3 | $73.2K | Buy |
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|
2023
Q2 | $61.2K | Buy |
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|
2023
Q1 | $28.2K | Sell |
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|
2022
Q4 | $27.5K | Sell |
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|
2022
Q3 | $27K | Sell |
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|
2022
Q2 | $31K | Buy |
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|
2022
Q1 | $34K | Buy |
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|
2021
Q4 | $32K | Sell |
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|
2021
Q3 | $31K | Buy |
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|
2021
Q2 | $19K | Buy |
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