PJWM
Philip James Wealth Mangement’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 | $3M | Buy |
64,548
+1,072
| +2% | +$49.9K | 0.38% | 55 |
|
|
2025
Q1 | $2.95M | Sell |
63,476
-161
| -0.3% | -$7.49K | 0.36% | 54 |
|
|
2024
Q4 | $3.26M | Buy |
63,637
+1,698
| +3% | +$87K | 0.42% | 51 |
|
|
2024
Q3 | $3.19M | Buy |
61,939
+2,542
| +4% | +$131K | 0.39% | 50 |
|
|
2024
Q2 | $2.8M | Buy |
+59,397
| New | +$2.8M | 1.86% | 14 |
|