NewEdge Advisors’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 | $3.58K | Hold |
77
| – | – | ﹤0.01% | 3488 |
|
|
2025
Q1 | $3.58K | Hold |
77
| – | – | ﹤0.01% | 3386 |
|
|
2024
Q4 | $3.95K | Hold |
77
| – | – | ﹤0.01% | 3293 |
|
|
2024
Q3 | $3.97K | Sell |
77
-83
| -52% | -$4.28K | ﹤0.01% | 3222 |
|
|
2024
Q2 | $7.54K | Hold |
160
| – | – | ﹤0.01% | 2958 |
|
|
2024
Q1 | $7.94K | Hold |
160
| – | – | ﹤0.01% | 2974 |
|
|
2023
Q4 | $7.59K | Sell |
160
-3
| -2% | -$142 | ﹤0.01% | 2967 |
|
|
2023
Q3 | $6.71K | Hold |
163
| – | – | ﹤0.01% | 2713 |
|
|
2023
Q2 | $6.92K | Hold |
163
| – | – | ﹤0.01% | 2714 |
|
|
2023
Q1 | $6.78K | Hold |
163
| – | – | ﹤0.01% | 2683 |
|
|
2022
Q4 | $7 | Buy |
+163
| New | +$7 | ﹤0.01% | 3754 |
|
|
2017
Q3 | – | Sell |
-489
| Closed | -$16.2K | – | 537 |
|
|
2017
Q2 | $16.2K | Buy |
+489
| New | +$16.2K | ﹤0.01% | 802 |
|