Dynamic Advisor Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,410
| Closed | -$205K | – | 741 |
|
|
2021
Q2 | $205K | Sell |
4,410
-110
| -2% | -$5.11K | 0.02% | 670 |
|
|
2021
Q1 | $208K | Sell |
4,520
-1,140
| -20% | -$52.5K | 0.02% | 605 |
|
|
2020
Q4 | $224K | Sell |
5,660
-976
| -15% | -$38.6K | 0.02% | 563 |
|
|
2020
Q3 | $204K | Buy |
+6,636
| New | +$204K | 0.02% | 524 |
|