Parallel Advisors’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 | $27K | Hold |
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2025
Q1 | $27K | Sell |
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|
2024
Q4 | $32.1K | Hold |
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|
2024
Q3 | $32.3K | Hold |
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|
2024
Q2 | $29.5K | Hold |
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|
2024
Q1 | $31.1K | Hold |
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|
2023
Q4 | $29.7K | Hold |
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|
2023
Q3 | $25.8K | Hold |
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|
2023
Q2 | $26.6K | Hold |
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|
2023
Q1 | $26.1K | Hold |
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|
2022
Q4 | $25.2K | Hold |
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|
2022
Q3 | $23K | Hold |
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|
2022
Q2 | $25K | Hold |
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|
2022
Q1 | $28K | Hold |
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|
2021
Q4 | $30K | Hold |
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|
2021
Q3 | $28K | Sell |
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|
2021
Q2 | $68K | Buy |
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