O'Shaughnessy Asset 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 | $28.7K | Hold |
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|
2025
Q1 | $28.6K | Sell |
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|
2024
Q4 | $33.2K | Hold |
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|
2024
Q3 | $33.5K | Sell |
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|
2024
Q2 | $61.6K | Buy |
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|
2024
Q1 | $32.2K | Sell |
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|
2023
Q4 | $127K | Hold |
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|
2023
Q3 | $110K | Hold |
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|
2023
Q2 | $114K | Sell |
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|
2023
Q1 | $111K | Hold |
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|
2022
Q4 | $108K | Hold |
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|
2022
Q3 | $96K | Hold |
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|
2022
Q2 | $106K | Hold |
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|
2022
Q1 | $120K | Buy |
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|
2021
Q4 | $96K | Hold |
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|
2021
Q3 | $90K | Hold |
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|
2021
Q2 | $94K | Hold |
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|
2021
Q1 | $93K | Buy |
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