OCM
Objective 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 | – | Sell |
-5,178
| Closed | -$241K | – | 85 |
|
|
2025
Q1 | $241K | Buy |
5,178
+14
| +0.3% | +$651 | 0.31% | 69 |
|
|
2024
Q4 | $265K | Buy |
5,164
+164
| +3% | +$8.4K | 0.18% | 112 |
|
|
2024
Q3 | $258K | Buy |
+5,000
| New | +$258K | 0.15% | 125 |
|
|
2024
Q1 | $207K | Buy |
+4,174
| New | +$207K | 0.14% | 134 |
|