Omega Financial Group’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
2020
Q3
Sell
2020
Q2
$249K Sell
2020
Q1
$231K Sell
2019
Q4
$485K Sell
2019
Q3
$466K Sell
2019
Q2
$468K Sell
2019
Q1
$486K Sell
2018
Q4
$443K Buy