IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $3.08K | Sell |
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|
2022
Q4 | $17K | Sell |
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|
2022
Q3 | $62K | Buy |
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|
2022
Q2 | $56K | Hold |
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|
2022
Q1 | $56K | Buy |
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|
2021
Q4 | $4K | Hold |
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|
2021
Q3 | $4K | Hold |
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|
2021
Q2 | $4K | Sell |
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|
2021
Q1 | $501K | Sell |
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|
2020
Q4 | $486K | Buy |
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|
2020
Q3 | $310K | Buy |
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|
2020
Q2 | $10K | Sell |
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|
2020
Q1 | $40K | Sell |
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|
2019
Q4 | $57K | Sell |
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|
2019
Q3 | $578K | Buy |
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|
2019
Q1 | $756K | Buy |
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|
2018
Q4 | $642K | Buy |
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|
2018
Q3 | $756K | Sell |
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|
2018
Q2 | $738K | Buy |
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|
2018
Q1 | $703K | Hold |
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|
2017
Q4 | $703K | Buy |
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|
2017
Q3 | $545K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $17K | Hold |
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|
2016
Q3 | $15K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $756K | Buy |
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