IHT Wealth Management’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 | $611K | Sell |
13,136
-5,364
| -29% | -$250K | 0.02% | 641 |
|
|
2025
Q1 | $860K | Buy |
18,500
+111
| +0.6% | +$5.16K | 0.03% | 509 |
|
|
2024
Q4 | $942K | Sell |
18,389
-4,188
| -19% | -$215K | 0.03% | 473 |
|
|
2024
Q3 | $1.16M | Buy |
22,577
+3,665
| +19% | +$189K | 0.03% | 462 |
|
|
2024
Q2 | $891K | Sell |
18,912
-211
| -1% | -$9.94K | 0.03% | 460 |
|
|
2024
Q1 | $949K | Sell |
19,123
-34
| -0.2% | -$1.69K | 0.04% | 439 |
|
|
2023
Q4 | $909K | Buy |
+19,157
| New | +$909K | 0.04% | 415 |
|
|
2023
Q3 | – | Sell |
-6,879
| Closed | -$292K | – | 975 |
|
|
2023
Q2 | $292K | Sell |
6,879
-35
| -0.5% | -$1.49K | 0.02% | 738 |
|
|
2023
Q1 | $287K | Buy |
6,914
+737
| +12% | +$30.6K | 0.02% | 718 |
|
|
2022
Q4 | $248K | Buy |
6,177
+182
| +3% | +$7.32K | 0.02% | 734 |
|
|
2022
Q3 | $216K | Buy |
5,995
+732
| +14% | +$26.4K | 0.02% | 755 |
|
|
2022
Q2 | $209K | Sell |
5,263
-298
| -5% | -$11.8K | 0.02% | 652 |
|
|
2022
Q1 | $248K | Buy |
+5,561
| New | +$248K | 0.02% | 637 |
|
|
2021
Q1 | – | Sell |
-5,252
| Closed | -$208K | – | 839 |
|
|
2020
Q4 | $208K | Buy |
+5,252
| New | +$208K | 0.02% | 679 |
|