Geneos Wealth Management’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 | $4.66K | Sell |
100
-100
| -50% | -$4.66K | ﹤0.01% | 2604 |
|
|
2025
Q1 | $9.3K | Buy |
200
+75
| +60% | +$3.49K | ﹤0.01% | 2581 |
|
|
2024
Q4 | $6.4K | Sell |
125
-100
| -44% | -$5.12K | ﹤0.01% | 2232 |
|
|
2024
Q3 | $11.6K | Hold |
225
| – | – | ﹤0.01% | 1779 |
|
|
2024
Q2 | $10.6K | Hold |
225
| – | – | ﹤0.01% | 1532 |
|
|
2024
Q1 | $11.2K | Hold |
225
| – | – | ﹤0.01% | 1521 |
|
|
2023
Q4 | $10.7K | Hold |
225
| – | – | ﹤0.01% | 1535 |
|
|
2023
Q3 | $9.27K | Hold |
225
| – | – | ﹤0.01% | 1590 |
|
|
2023
Q2 | $9.55K | Hold |
225
| – | – | ﹤0.01% | 1589 |
|
|
2023
Q1 | $9.35K | Hold |
225
| – | – | ﹤0.01% | 1572 |
|
|
2022
Q4 | $9.05K | Hold |
225
| – | – | ﹤0.01% | 1551 |
|
|
2022
Q3 | $8K | Hold |
225
| – | – | ﹤0.01% | 1565 |
|
|
2022
Q2 | $9K | Hold |
225
| – | – | ﹤0.01% | 1978 |
|
|
2022
Q1 | $10K | Hold |
225
| – | – | ﹤0.01% | 2081 |
|
|
2021
Q4 | $10K | Sell |
225
-25
| -10% | -$1.11K | ﹤0.01% | 2169 |
|
|
2021
Q3 | $11K | Hold |
250
| – | – | ﹤0.01% | 2175 |
|
|
2021
Q2 | $11K | Buy |
+250
| New | +$11K | ﹤0.01% | 2156 |
|