OWM
Opes Wealth 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 | $350K | Buy |
7,510
+1,125
| +18% | +$52.4K | 0.06% | 113 |
|
|
2025
Q1 | $297K | Buy |
6,385
+520
| +9% | +$24.2K | 0.06% | 118 |
|
|
2024
Q4 | $300K | Buy |
5,865
+1,080
| +23% | +$55.3K | 0.06% | 112 |
|
|
2024
Q3 | $247K | Sell |
4,785
-15
| -0.3% | -$773 | 0.05% | 120 |
|
|
2024
Q2 | $226K | Buy |
+4,800
| New | +$226K | 0.05% | 124 |
|