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 Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$633K Buy
2025
Q2
$560K Buy
2025
Q1
$559K Buy
2024
Q4
$473K Sell
2024
Q3
$580K Buy
2024
Q2
$471K Buy
2023
Q4
$486K Buy
2023
Q3
$403K Buy
2023
Q2
$2.97K Buy