FinTrust Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $242K | Buy |
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2024
Q2 | $131K | Buy |
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|
2024
Q1 | $138K | Buy |
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|
2023
Q4 | $110K | Buy |
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|
2023
Q3 | $79.7K | Buy |
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|
2023
Q2 | $29.6K | Hold |
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|
2023
Q1 | $29.6K | Hold |
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|
2022
Q4 | $29.6K | Hold |
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|
2022
Q3 | $28K | Hold |
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|
2022
Q2 | $30K | Hold |
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|
2022
Q1 | $33K | Sell |
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|
2021
Q4 | $111K | Hold |
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|
2021
Q3 | $104K | Buy |
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|
2021
Q2 | $74K | Hold |
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|
2021
Q1 | $74K | Hold |
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|
2020
Q4 | $63K | Sell |
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|
2020
Q3 | $57 | Hold |
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|
2020
Q2 | $56K | Hold |
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|
2020
Q1 | $47K | Buy |
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|
2019
Q4 | $51K | Hold |
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|
2019
Q3 | $48K | Hold |
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|
2019
Q2 | $48K | Buy |
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