Glen Eagle Advisors’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $18.4K | Buy |
396
+2
| +0.5% | +$93 | ﹤0.01% | 566 |
|
2025
Q1 | $18.3K | Buy |
394
+1
| +0.3% | +$46 | ﹤0.01% | 554 |
|
2024
Q4 | $20.1K | Buy |
393
+191
| +95% | +$9.78K | ﹤0.01% | 549 |
|
2024
Q3 | $10.4K | Buy |
202
+1
| +0.5% | +$51 | ﹤0.01% | 652 |
|
2024
Q2 | $9.45K | Buy |
201
+1
| +0.5% | +$47 | ﹤0.01% | 661 |
|
2024
Q1 | $9.93K | Hold |
200
| – | – | ﹤0.01% | 653 |
|
2023
Q4 | $9.49K | Hold |
200
| – | – | ﹤0.01% | 642 |
|
2023
Q3 | $8.24K | Hold |
200
| – | – | ﹤0.01% | 656 |
|
2023
Q2 | $8.49K | Hold |
200
| – | – | ﹤0.01% | 665 |
|
2023
Q1 | $8.31K | Hold |
200
| – | – | ﹤0.01% | 648 |
|
2022
Q4 | $8.04K | Hold |
200
| – | – | ﹤0.01% | 647 |
|
2022
Q3 | $7.19K | Hold |
200
| – | – | ﹤0.01% | 645 |
|
2022
Q2 | $7.94K | Hold |
200
| – | – | ﹤0.01% | 656 |
|
2022
Q1 | $8.92K | Hold |
200
| – | – | ﹤0.01% | 645 |
|
2021
Q4 | $9.52K | Hold |
200
| – | – | ﹤0.01% | 629 |
|
2021
Q3 | $8.87K | Hold |
200
| – | – | ﹤0.01% | 719 |
|
2021
Q2 | $9.29K | Hold |
200
| – | – | ﹤0.01% | 706 |
|
2021
Q1 | $9.21K | Hold |
200
| – | – | ﹤0.01% | 680 |
|
2020
Q4 | $7.91K | Hold |
200
| – | – | ﹤0.01% | 669 |
|
2020
Q3 | $6.14K | Sell |
200
-31
| -13% | -$952 | ﹤0.01% | 668 |
|
2020
Q2 | $6.94K | Buy |
231
+31
| +16% | +$931 | ﹤0.01% | 618 |
|
2020
Q1 | $5.03K | Hold |
200
| – | – | ﹤0.01% | 616 |
|
2019
Q4 | $7.54K | Sell |
200
-111
| -36% | -$4.19K | ﹤0.01% | 649 |
|
2019
Q3 | $11.1K | Hold |
311
| – | – | 0.01% | 495 |
|
2019
Q2 | $11.1K | Hold |
311
| – | – | 0.01% | 481 |
|
2019
Q1 | $10.8K | Hold |
311
| – | – | 0.01% | 472 |
|
2018
Q4 | $9.69K | Buy |
+311
| New | +$9.69K | 0.01% | 463 |
|