RFG
REAP Financial Group’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 | $184K | Sell |
3,945
-239
| -6% | -$11.1K | 0.04% | 119 |
|
|
2025
Q1 | $195K | Sell |
4,184
-1,077
| -20% | -$50.1K | 0.05% | 104 |
|
|
2024
Q4 | $270K | Sell |
5,261
-874
| -14% | -$44.8K | 0.07% | 99 |
|
|
2024
Q3 | $316K | Sell |
6,135
-5,736
| -48% | -$296K | 0.08% | 95 |
|
|
2024
Q2 | $559K | Sell |
11,871
-2,246
| -16% | -$106K | 0.15% | 77 |
|
|
2024
Q1 | $701K | Sell |
14,117
-3,749
| -21% | -$186K | 0.19% | 75 |
|
|
2023
Q4 | $848K | Buy |
+17,866
| New | +$848K | 0.25% | 66 |
|