Envestnet Asset Management’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
Q2 | $657K | Buy |
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|
2025
Q1 | $642K | Sell |
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|
2024
Q4 | $1.11M | Sell |
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|
2024
Q3 | $2.1M | Buy |
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|
2024
Q2 | $1.87M | Sell |
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|
2024
Q1 | $2.48M | Buy |
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|
2023
Q4 | $2.05M | Sell |
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|
2023
Q3 | $1.82M | Buy |
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|
2023
Q2 | $1.8M | Buy |
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|
2023
Q1 | $1.77M | Buy |
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|
2022
Q4 | $1.57M | Buy |
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|
2022
Q3 | $1.25M | Buy |
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|
2022
Q2 | $214K | Buy |
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|
2022
Q1 | $206K | Buy |
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|
2021
Q4 | $208K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $270K | Sell |
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|
2020
Q4 | $406K | Sell |
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|
2020
Q3 | $373K | Sell |
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|
2020
Q2 | $424K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $272K | Buy |
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|
2019
Q1 | $263K | Sell |
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|
2018
Q4 | $1.39M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $15K | Hold |
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|
2018
Q1 | $14K | Sell |
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|
2017
Q4 | $75K | Sell |
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|
2017
Q3 | $73K | Hold |
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|
2017
Q2 | $71K | Sell |
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|
2017
Q1 | $71K | Hold |
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|
2016
Q4 | $73K | Sell |
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|
2016
Q3 | $71K | Buy |
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