Founders Financial Alliance’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.55M | Sell |
97,684
-4,631
| -5% | -$216K | 1.03% | 18 |
|
|
2025
Q1 | $4.76M | Buy |
102,315
+3,940
| +4% | +$183K | 1.15% | 14 |
|
|
2024
Q4 | $5.04M | Buy |
98,375
+383
| +0.4% | +$19.6K | 1.39% | 13 |
|
|
2024
Q3 | $5.05M | Sell |
97,992
-287
| -0.3% | -$14.8K | 1.41% | 10 |
|
|
2024
Q2 | $4.63M | Buy |
98,279
+3,553
| +4% | +$167K | 1.37% | 12 |
|
|
2024
Q1 | $4.7M | Buy |
+94,726
| New | +$4.7M | 1.41% | 12 |
|