Raymond James Financial Services 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $8.15M | Buy |
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2024
Q2 | $6M | Buy |
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|
2024
Q1 | $944K | Sell |
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|
2023
Q4 | $1.5M | Buy |
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|
2023
Q3 | $402K | Sell |
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|
2023
Q2 | $441K | Sell |
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|
2023
Q1 | $483K | Buy |
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|
2022
Q4 | $361K | Buy |
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|
2022
Q3 | $269K | Buy |
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|
2022
Q2 | $284K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $3.16M | Sell |
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|
2019
Q4 | $4.87M | Buy |
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|
2019
Q3 | $4.47M | Buy |
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|
2019
Q2 | $4.42M | Buy |
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|
2019
Q1 | $3.95M | Buy |
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