RMR Wealth Builders’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Buy |
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|
2025
Q1 | $292K | Buy |
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|
2024
Q4 | $319K | Buy |
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|
2024
Q3 | $319K | Buy |
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|
2024
Q2 | $276K | Buy |
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|
2024
Q1 | $286K | Buy |
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|
2023
Q4 | $259K | Buy |
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|
2023
Q3 | $224K | Sell |
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|
2023
Q2 | $239K | Sell |
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|
2023
Q1 | $246K | Sell |
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|
2022
Q4 | $245K | Buy |
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|
2022
Q3 | $215K | Buy |
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|
2022
Q2 | $238K | Sell |
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|
2022
Q1 | $285K | Buy |
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|
2021
Q4 | $263K | Buy |
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|
2021
Q3 | $220K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $199K | Buy |
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