Parallel Advisors’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 | $27K | Hold |
580
| – | – | ﹤0.01% | 2036 |
|
2025
Q1 | $27K | Sell |
580
-47
| -7% | -$2.19K | ﹤0.01% | 1970 |
|
2024
Q4 | $32.1K | Hold |
627
| – | – | ﹤0.01% | 1888 |
|
2024
Q3 | $32.3K | Hold |
627
| – | – | ﹤0.01% | 1823 |
|
2024
Q2 | $29.5K | Hold |
627
| – | – | ﹤0.01% | 1771 |
|
2024
Q1 | $31.1K | Hold |
627
| – | – | ﹤0.01% | 1734 |
|
2023
Q4 | $29.7K | Hold |
627
| – | – | ﹤0.01% | 1702 |
|
2023
Q3 | $25.8K | Hold |
627
| – | – | ﹤0.01% | 1712 |
|
2023
Q2 | $26.6K | Hold |
627
| – | – | ﹤0.01% | 1711 |
|
2023
Q1 | $26.1K | Hold |
627
| – | – | ﹤0.01% | 1701 |
|
2022
Q4 | $25.2K | Hold |
627
| – | – | ﹤0.01% | 1605 |
|
2022
Q3 | $23K | Hold |
627
| – | – | ﹤0.01% | 1600 |
|
2022
Q2 | $25K | Hold |
627
| – | – | ﹤0.01% | 1553 |
|
2022
Q1 | $28K | Hold |
627
| – | – | ﹤0.01% | 1547 |
|
2021
Q4 | $30K | Hold |
627
| – | – | ﹤0.01% | 1574 |
|
2021
Q3 | $28K | Sell |
627
-844
| -57% | -$37.7K | ﹤0.01% | 1542 |
|
2021
Q2 | $68K | Buy |
+1,471
| New | +$68K | ﹤0.01% | 1075 |
|