IFG Advisory’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
$3.64M Buy
78,152
+3,280
+4% +$153K 0.18% 138
2025
Q1
$3.48M Buy
74,872
+9,424
+14% +$438K 0.19% 136
2024
Q4
$3.35M Buy
65,448
+1,370
+2% +$70.2K 0.19% 137
2024
Q3
$3.3M Buy
64,078
+2,284
+4% +$118K 0.21% 133
2024
Q2
$2.91M Buy
+61,794
New +$2.91M 0.19% 139