PWP
Precedent Wealth Partners’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 | $880K | Sell |
18,897
-528
| -3% | -$24.6K | 0.22% | 109 |
|
|
2025
Q1 | $903K | Sell |
19,425
-3,912
| -17% | -$182K | 0.25% | 102 |
|
|
2024
Q4 | $1.2M | Sell |
23,337
-797
| -3% | -$40.8K | 0.39% | 76 |
|
|
2024
Q3 | $1.24M | Sell |
24,134
-1,580
| -6% | -$81.4K | 0.41% | 67 |
|
|
2024
Q2 | $1.21M | Sell |
25,714
-3,808
| -13% | -$179K | 0.49% | 54 |
|
|
2024
Q1 | $1.47M | Buy |
29,522
+656
| +2% | +$32.6K | 0.63% | 37 |
|
|
2023
Q4 | $1.37M | Buy |
+28,866
| New | +$1.37M | 0.7% | 31 |
|