IA
Insight Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,858
| Closed | -$285K | – | 294 |
|
|
2023
Q1 | $285K | Sell |
6,858
-2,207
| -24% | -$91.7K | 0.07% | 232 |
|
|
2022
Q4 | $366K | Sell |
9,065
-2,031
| -18% | -$82K | 0.13% | 214 |
|
|
2022
Q3 | $399K | Buy |
11,096
+260
| +2% | +$9.35K | 0.16% | 171 |
|
|
2022
Q2 | $460K | Buy |
10,836
+3,120
| +40% | +$132K | 0.16% | 165 |
|
|
2022
Q1 | $344K | Buy |
7,716
+1,298
| +20% | +$57.9K | 0.1% | 233 |
|
|
2021
Q4 | $305K | Buy |
6,418
+1,101
| +21% | +$52.3K | 0.09% | 252 |
|
|
2021
Q3 | $252K | Buy |
+5,317
| New | +$252K | 0.08% | 272 |
|