IHT Wealth Management’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 | $636K | Sell |
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|
2025
Q2 | $611K | Sell |
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2025
Q1 | $860K | Buy |
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|
2024
Q4 | $942K | Sell |
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|
2024
Q3 | $1.16M | Buy |
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|
2024
Q2 | $891K | Sell |
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|
2024
Q1 | $949K | Sell |
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|
2023
Q4 | $909K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $292K | Sell |
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|
2023
Q1 | $287K | Buy |
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|
2022
Q4 | $248K | Buy |
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|
2022
Q3 | $216K | Buy |
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|
2022
Q2 | $209K | Sell |
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|
2022
Q1 | $248K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $208K | Buy |
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