Golden State 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 | $64.7K | Buy |
1,390
+657
| +90% | +$30.6K | 0.01% | 588 |
|
|
2025
Q1 | $34.1K | Buy |
733
+232
| +46% | +$10.8K | 0.01% | 677 |
|
|
2024
Q4 | $25.7K | Buy |
+501
| New | +$25.7K | ﹤0.01% | 705 |
|
|
2020
Q2 | – | Sell |
-632
| Closed | -$16K | – | 331 |
|
|
2020
Q1 | $16K | Buy |
+632
| New | +$16K | 0.01% | 535 |
|
|
2019
Q4 | – | Sell |
-632
| Closed | -$22K | – | 238 |
|
|
2019
Q3 | $22K | Hold |
632
| – | – | 0.01% | 597 |
|
|
2019
Q2 | $22K | Hold |
632
| – | – | 0.01% | 598 |
|
|
2019
Q1 | $22K | Buy |
+632
| New | +$22K | 0.01% | 604 |
|