Global Retirement Partners’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
Q3 | $152K | Buy |
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|
2025
Q2 | $142K | Buy |
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|
2024
Q4 | $156K | Hold |
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|
2024
Q3 | $157K | Sell |
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|
2024
Q2 | $144K | Sell |
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|
2024
Q1 | $152K | Buy |
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|
2023
Q4 | $138K | Buy |
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|
2023
Q3 | $109K | Hold |
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|
2023
Q2 | $116K | Hold |
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|
2023
Q1 | $108K | Hold |
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|
2022
Q4 | $110K | Hold |
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|
2022
Q3 | $111K | Buy |
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|
2022
Q2 | $96K | Hold |
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|
2022
Q1 | $100K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $108K | Hold |
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|
2021
Q2 | $113K | Hold |
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|
2021
Q1 | $112K | Hold |
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|
2020
Q4 | $96K | Hold |
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|
2020
Q3 | $74K | Hold |
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|
2020
Q2 | $73K | Hold |
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|
2020
Q1 | $61K | Hold |
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|
2019
Q4 | $91K | Hold |
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|
2019
Q3 | $86K | Hold |
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|
2019
Q2 | $86K | Hold |
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|
2019
Q1 | $84K | Hold |
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|
2018
Q4 | $76K | Buy |
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