GWANC
Guardian Wealth Advisors (North Carolina)’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.94K | Hold |
192
| – | – | ﹤0.01% | 486 |
|
|
2025
Q1 | $8.93K | Hold |
192
| – | – | ﹤0.01% | 466 |
|
|
2024
Q4 | $9.84K | Hold |
192
| – | – | ﹤0.01% | 443 |
|
|
2024
Q3 | $9.89K | Hold |
192
| – | – | ﹤0.01% | 386 |
|
|
2024
Q2 | $9.05K | Hold |
192
| – | – | ﹤0.01% | 373 |
|
|
2024
Q1 | $9.53K | Hold |
192
| – | – | ﹤0.01% | 389 |
|
|
2023
Q4 | $9.11K | Hold |
192
| – | – | ﹤0.01% | 383 |
|
|
2023
Q3 | $7.91K | Hold |
192
| – | – | ﹤0.01% | 363 |
|
|
2023
Q2 | $8.15K | Hold |
192
| – | – | ﹤0.01% | 349 |
|
|
2023
Q1 | $7.98K | Hold |
192
| – | – | ﹤0.01% | 345 |
|
|
2022
Q4 | $7.72K | Hold |
192
| – | – | ﹤0.01% | 324 |
|
|
2022
Q3 | $7K | Hold |
192
| – | – | ﹤0.01% | 298 |
|
|
2022
Q2 | $8K | Buy |
+192
| New | +$8K | ﹤0.01% | 297 |
|