Philip James Wealth Mangement’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Philip James Wealth Mangement’s Portfolio DGRS Stock Details DGRS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3M	Buy
2025 Q1	$2.95M	Sell
2024 Q4	$3.26M	Buy
2024 Q3	$3.19M	Buy
2024 Q2	$2.8M	Buy