Precedent Wealth Partners’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

Precedent Wealth Partners’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 Q3	$860K	Sell
2025 Q2	$880K	Sell
2025 Q1	$903K	Sell
2024 Q4	$1.2M	Sell
2024 Q3	$1.24M	Sell
2024 Q2	$1.21M	Sell
2024 Q1	$1.47M	Buy
2023 Q4	$1.37M	Buy