LVM Capital 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 | $6.88M | Sell |
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|
2025
Q2 | $6.49M | Buy |
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|
2025
Q1 | $6.34M | Buy |
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|
2024
Q4 | $6.92M | Buy |
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|
2024
Q3 | $6.02M | Hold |
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|
2024
Q2 | $6.02M | Buy |
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|
2024
Q1 | $6.19M | Buy |
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|
2023
Q4 | $5.18M | Buy |
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|
2023
Q3 | $4.06M | Buy |
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|
2023
Q2 | $3.9M | Buy |
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|
2023
Q1 | $3.6M | Buy |
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|
2022
Q4 | $2.89M | Buy |
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|
2022
Q3 | $2.32M | Buy |
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|
2022
Q2 | $1.86M | Buy |
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|
2022
Q1 | $1.92M | Buy |
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|
2021
Q4 | $1.95M | Sell |
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|
2021
Q3 | $1.88M | Sell |
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|
2021
Q2 | $1.97M | Buy |
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|
2021
Q1 | $1.94M | Sell |
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|
2020
Q4 | $1.69M | Sell |
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|
2020
Q3 | $1.31M | Sell |
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|
2020
Q2 | $1.93M | Sell |
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|
2020
Q1 | $1.81M | Buy |
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|
2019
Q4 | $2.67M | Buy |
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|
2019
Q3 | $2.48M | Buy |
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|
2019
Q2 | $2.29M | Buy |
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|
2019
Q1 | $2.16M | Buy |
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|
2018
Q4 | $1.87M | Sell |
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|
2018
Q3 | $2.43M | Sell |
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|
2018
Q2 | $2.78M | Buy |
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|
2018
Q1 | $2.42M | Buy |
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|
2017
Q4 | $2.42M | Buy |
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|
2017
Q3 | $2.2M | Buy |
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|
2017
Q2 | $1.96M | Buy |
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|
2017
Q1 | $1.3M | Buy |
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|
2016
Q4 | $674K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $532K | Buy |
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|
2016
Q1 | $370K | Buy |
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|
2015
Q4 | $310K | Buy |
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