Northwestern Mutual Wealth 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
Q2 | $383K | Buy |
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|
2025
Q1 | $219K | Buy |
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|
2024
Q4 | $217K | Sell |
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|
2024
Q3 | $338K | Sell |
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|
2024
Q2 | $510K | Buy |
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|
2024
Q1 | $526K | Sell |
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|
2023
Q4 | $724K | Buy |
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|
2023
Q3 | $511K | Buy |
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|
2023
Q2 | $179K | Buy |
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|
2023
Q1 | $146K | Hold |
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|
2022
Q4 | $142K | Buy |
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|
2022
Q3 | $121K | Buy |
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|
2022
Q2 | $45K | Buy |
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|
2022
Q1 | $38K | Hold |
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|
2021
Q4 | $40K | Buy |
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|
2021
Q3 | $9K | Hold |
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|
2021
Q2 | $9K | Sell |
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|
2021
Q1 | $13K | Sell |
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|
2020
Q4 | $16K | Hold |
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|
2020
Q3 | $12K | Hold |
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|
2020
Q2 | $12K | Hold |
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|
2020
Q1 | $10K | Hold |
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|
2019
Q4 | $15K | Hold |
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|
2019
Q3 | $14K | Hold |
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|
2019
Q2 | $14K | Hold |
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|
2019
Q1 | $14K | Hold |
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|
2018
Q4 | $12K | Hold |
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|
2018
Q3 | $15K | Buy |
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|
2018
Q2 | $7K | Buy |
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