Golden State Equity Partners’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 | $560K | Buy |
12,039
+13
| +0.1% | +$605 | 0.1% | 234 |
|
|
2025
Q1 | $559K | Buy |
12,026
+2,801
| +30% | +$130K | 0.11% | 228 |
|
|
2024
Q4 | $473K | Sell |
9,225
-2,026
| -18% | -$104K | 0.09% | 246 |
|
|
2024
Q3 | $580K | Buy |
11,251
+1,245
| +12% | +$64.2K | 0.31% | 64 |
|
|
2024
Q2 | $471K | Buy |
+10,006
| New | +$471K | 0.1% | 231 |
|
|
2023
Q4 | $486K | Buy |
10,247
+472
| +5% | +$22.4K | 0.12% | 194 |
|
|
2023
Q3 | $403K | Buy |
9,775
+9,705
| +13,864% | +$400K | 0.11% | 196 |
|
|
2023
Q2 | $2.97K | Buy |
+70
| New | +$2.97K | ﹤0.01% | 375 |
|