Creative Planning’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 | $703K | Sell |
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|
2025
Q2 | $758K | Buy |
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|
2025
Q1 | $718K | Sell |
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|
2024
Q4 | $810K | Sell |
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|
2024
Q3 | $850K | Buy |
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|
2024
Q2 | $776K | Sell |
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|
2024
Q1 | $823K | Sell |
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|
2023
Q4 | $798K | Buy |
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|
2023
Q3 | $638K | Sell |
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|
2023
Q2 | $696K | Sell |
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|
2023
Q1 | $716K | Sell |
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|
2022
Q4 | $699K | Sell |
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|
2022
Q3 | $730K | Sell |
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|
2022
Q2 | $813K | Sell |
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|
2022
Q1 | $926K | Buy |
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|
2021
Q4 | $988K | Sell |
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|
2021
Q3 | $939K | Buy |
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|
2021
Q2 | $982K | Buy |
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|
2021
Q1 | $972K | Buy |
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|
2020
Q4 | $796K | Sell |
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|
2020
Q3 | $664K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $227K | Hold |
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|
2019
Q3 | $214K | Buy |
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