JGCM
Joseph Group Capital 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 | $364K | Sell |
7,819
-22,634
| -74% | -$1.05M | 0.12% | 54 |
|
|
2025
Q1 | $1.42M | Sell |
30,453
-33
| -0.1% | -$1.54K | 0.54% | 43 |
|
|
2024
Q4 | $1.56M | Sell |
30,486
-668
| -2% | -$34.2K | 0.62% | 42 |
|
|
2024
Q3 | $1.61M | Buy |
31,154
+249
| +0.8% | +$12.8K | 0.61% | 42 |
|
|
2024
Q2 | $1.46M | Sell |
30,905
-182
| -0.6% | -$8.57K | 0.76% | 40 |
|
|
2024
Q1 | $1.54M | Buy |
31,087
+1,150
| +4% | +$57.1K | 0.77% | 41 |
|
|
2023
Q4 | $1.42M | Sell |
29,937
-365
| -1% | -$17.3K | 0.82% | 36 |
|
|
2023
Q3 | $1.25M | Sell |
30,302
-568
| -2% | -$23.4K | 0.9% | 33 |
|
|
2023
Q2 | $1.31M | Buy |
30,870
+2,392
| +8% | +$101K | 1.1% | 26 |
|
|
2023
Q1 | $1.18M | Sell |
28,478
-846
| -3% | -$35.2K | 1.04% | 30 |
|
|
2022
Q4 | $1.18M | Sell |
29,324
-1,475
| -5% | -$59.3K | 1.12% | 28 |
|
|
2022
Q3 | $1.11M | Sell |
30,799
-351
| -1% | -$12.6K | 1.21% | 29 |
|
|
2022
Q2 | $1.24M | Buy |
31,150
+949
| +3% | +$37.7K | 1.24% | 25 |
|
|
2022
Q1 | $1.35M | Sell |
30,201
-685
| -2% | -$30.6K | 1.36% | 25 |
|
|
2021
Q4 | $1.47M | Buy |
+30,886
| New | +$1.47M | 1.41% | 24 |
|