Independent Advisor Alliance’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
$2.16M Buy
+46,318
New +$2.16M 0.06% 260
2025
Q1
Sell
-140,985
Closed -$7.22M 911
2024
Q4
$7.22M Buy
+140,985
New +$7.22M 0.1% 204