Harbor Investment Advisory’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 | $585K | Sell |
|
|||||
|
2025
Q2 | $649K | Sell |
|
|||||
|
2025
Q1 | $657K | Sell |
|
|||||
|
2024
Q4 | $819K | Buy |
|
|||||
|
2024
Q3 | $823K | Buy |
|
|||||
|
2024
Q2 | $680K | Sell |
|
|||||
|
2024
Q1 | $815K | Sell |
|
|||||
|
2023
Q4 | $1.02M | Buy |
|
|||||
|
2023
Q3 | $640K | Buy |
|
|||||
|
2023
Q2 | $486K | Buy |
|
|||||
|
2023
Q1 | $410K | Hold |
|
|||||
|
2022
Q4 | $397K | Buy |
|
|||||
|
2022
Q3 | $60K | Buy |
|