Opes 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
$350K Buy
2025
Q1
$297K Buy
2024
Q4
$300K Buy
2024
Q3
$247K Sell
2024
Q2
$226K Buy