ORG Partners’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $138K | Buy |
2,896
+200
| +7% | +$9.56K | 0.03% | 374 |
|
|
2025
Q1 | $126K | Buy |
2,696
+1,908
| +242% | +$89.2K | 0.03% | 340 |
|
|
2024
Q4 | $40.4K | Buy |
+788
| New | +$40.4K | 0.01% | 606 |
|
|
2024
Q3 | – | Sell |
-175
| Closed | -$8.24K | – | 1215 |
|
|
2024
Q2 | $8.24K | Buy |
+175
| New | +$8.24K | ﹤0.01% | 1287 |
|
|
2024
Q1 | – | Sell |
-3,043
| Closed | -$144K | – | 659 |
|
|
2023
Q4 | $144K | Buy |
3,043
+20
| +0.7% | +$949 | 0.02% | 346 |
|
|
2023
Q3 | $124K | Buy |
+3,023
| New | +$124K | 0.04% | 367 |
|