S.A. Mason’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
Q3 | – | Sell |
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|
2025
Q2 | $46.1K | Hold |
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|
2025
Q1 | $46K | Hold |
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|
2024
Q4 | $50.7K | Buy |
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|
2024
Q3 | $50.2K | Hold |
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|
2024
Q2 | $45.9K | Hold |
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|
2024
Q1 | $48.4K | Hold |
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|
2023
Q4 | $46.3K | Buy |
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|
2023
Q3 | $38.1K | Hold |
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|
2023
Q2 | $38.5K | Hold |
|
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|
2023
Q1 | $38.5K | Hold |
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|
2022
Q4 | $37.2K | Hold |
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|
2022
Q3 | $33K | Hold |
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|
2022
Q2 | $37K | Hold |
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|
2022
Q1 | $41K | Hold |
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|
2021
Q4 | $44K | Hold |
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|
2021
Q3 | $41K | Hold |
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|
2021
Q2 | $43K | Hold |
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|
2021
Q1 | $43K | Hold |
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|
2020
Q4 | $37K | Hold |
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|
2020
Q3 | $28K | Buy |
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|
2020
Q2 | $27K | Sell |
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|
2020
Q1 | $28K | Sell |
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|
2019
Q4 | $85K | Buy |
|